Institutional Advisory Solutions

We understand institutions face unique situations that require specialized services. For over 20 years, TCG has delivered investing and consulting solutions of value to clients all around the country.

At TCG, we are committed to delivering valuable, meaningful, and professional solutions to each of our institutional clients.

MUNICIPAL ADVISORY

Put your money to work as hard as you do

We are proud to offer the Managed Asset Portfolio Program (MAPP)—a service designed to meet the unique financial objectives of school districts and municipalities. We utilize proven strategies managing portfolios to help meet your cash flow needs and help maximize yield. We invest in accordance with the core principles of the Public Funds Investment Act and your local policy.

How we accomplish this:

  • We focus on safety, liquidity, and yield
  • We create a custom investment strategy based on your organization’s financial picture
  • We consistently fine-tune the plan to manage current and future risk

INSTITUTIONAL RETIREMENT PLAN ADVISORY

Place your employees’ retirement plan in good hands

Our goal is to help alleviate you of the administrative burdens normally associated with managing employee retirement plans and investments so you can focus on the higher-level tasks of running your organization. Leave the work to team of professionals who will work on your behalf and help participants reach closer to a successful retirement.

How we do it:

  • We focus on improving participant education & outcomes
  • We manage fees, funds, and fiduciary responsibilities
  • We keep you informed for all industry trends

tcg services institutional retirement plan advisory

INSTITUTIONAL CONSULTING

We look out for what’s important to you

Our team of professionals can help analyze key areas of your organization and offer recommendations to help enhance your operating model. We work by thinking outside the box and finding solutions that traditional approaches cannot solve. Since our fees cover your entire project, you will never see surprise charges or overruns in budget.

Our areas of speciality include:

  • Pension plan consulting
  • Targeted compensation plan consulting
  • Investment consulting
  • Benefits & retirement related RFP consulting

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A modern investing approach

Our sophisticated investment solutions can help provide additional yield while preserving account safety

Your interests always go first

As a fiduciary, we commit to full transparency and always acting in your best interest

More hands on deck

Our team-based approach to institutional portfolios ensures checks and balances from a group of investment professionals

Rely on our experience

We offer expertise at every level of the institutional investment process