What is TSGs investment philosophy?
Working from each client’s individually crafted Investment Policy statement, we employ the principles of asset allocation and diversification to construct a portfolio with a broad selection of assets classes, using a blend of passive and active mutual funds and ETFs. Each portfolio is carefully designed to match the client’s cash flow requirements and stated risk preferences. Managers are selected and monitored based on cost, management capability, investment approach, and investment performance. Portfolios are reviewed regularly and updated or rebalanced as required. How is TSG compensated? Our fee structure is based on the value of assets managed. To align our interests, our compensation comes solely from advisory fees paid by our clients, which consists of a fee as a percentage of assets under management. We do not receive any other compensation from any other source. We provide a range of advisory services, depending on the size and complexity of the client relationship. Our fee st
