Portfolio Construction & Investment Management
Portfolio Construction
Portfolio construction and Investment management is the process of creating your investment strategy that coincides with your financial plan. We analyze your risk tolerance and time horizon along with your financial plan’s needed rate of return. We then build out your investment mix with different asset classes. This mixture of assets is your overall investment portfolio.
Investments commonly used at TCG but not limited to are:
- Individual Equities (Stocks)
- Individual Fixed Income positions (Bonds)
- Money Market & other Cash Instruments
- Private Debt Funds
- Private and Public Real Estate Funds
- Personal & Private Real Estate Holdings
- Private Equity Funds
- Mutual Funds
- ETF’s
- SMA’s (Separately managed accounts)
- Digital Alternative Asset Funds or Cryptocurrencies
Portfolio Construction & Investment Management
We are truly fee-only advisors. We are not affiliated with any investment or insurance companies and we never accept commissions for anything.
Portfolio construction and Investment management is the process of creating your investment strategy that coincides with your financial plan. We analyze your risk tolerance and time horizon along with your financial plan’s needed rate of return. We then build out your investment mix with different asset classes. This mixture of assets is your overall investment portfolio. Investments commonly used at TCG but not limited to are:
- Individual Equities
- Individual Fixed Income positions ( Bonds )
- Money Market & other Cash Instruments
- Private Debt Funds
- Private and Public Real Estate Funds
- Personal & Private Real Estate Holdings
- Private Equity Funds
- Mutual Funds
- ETF’s
- SMA’s (Separately managed accounts)
- Digital Alternative Asset Funds or Cryptocurrencies