TMG Client Profile:

Investment Advisory Segment

Independent and Registered Investment Advisors

Provides investment advisory services to individuals and businesses in a customized and client-centric fashion. Services include but are not limited to:

Determine financial objectives
Assess entire financial situation (all major holdings including home equity, art, stock options, etc.)
Design customized investment plan
Screen the industry's best service providers to identify those that complement client goals
Work with providers to implement customized investment plan
Monitor providers and replace them if they fail to meet objectives
Track providers to be sure they don't stray from the investment style they were hired to implement
Monitor the portfolio and recommend adjustments to strategy over time
Provide education and guidance to help clients understand investments

Current trends across IAS landscape:

Start-up firms requiring setup and support
Breakaway advisors leaving wirehouses and larger firms to establish their own businesses
Advisors experiencing operations and technology scalability issues
Need for product diversity
Need for tools and process to enable full wealth management quarterbacking for clients

TMG Client Profile:

Investment Advisory Segment

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