Business
Solutions
​WE THINK GLOBAL
SOLUTIONS
Our Process working for you.
PLANNING
Step 1. The advisory will make available our steps-to-take forms and assisit you duirng the completion. It will include a few brief questionaires; Net Worth Statement, Your risk/averse and time horizon, A retirement expense form and other pertinent information that will assist us to understand your current life cycle and concerns. Allowing you and the advisory to make informed decisions prior to a potential solution.
No one plan fits all and we are dedicated to working for you, while being focused towards attaining a positve experince and result.
STRATEGY
Step 2. TGA Capital Management provides seperate account management. A separate managed account can provide superlative results for low-cost, tax efficiency, and higher income than traditional accounts. We only allocate our managed accounts with no-load, no-transactional mutual funds, Low-Cost, Exchange Traded Funds, Reits, Fixed-Income, MNLP's, stocks and bonds.
Our Seperate managed Accounts are customized to your personal requirements for growth, income and wealth preservation.
Our advisory client services allows us to prepare detailed allocation proposals and comparatives prior to implementation, with a cost-focused approach.
RESULTS
Step 3. TGA Capital Management will continually monitor the managed account(s) dailey, to assure your managed account is on track and to make pertinent changes or rebalancing as required, due to changes, that can affect markets, while maintaining a long-term horizon.
We will continually provide ongoing consultation with you by phone, the internet, emails, webinars, audio's, video and digital technology, etc.
Our client have 24/7 institutional account access, direct deposit or withdrawal, check writing, year-end tax reporting, monthly account statements and we will also work with your professional tax or legal in a holistic manner.