Investment Advisory Services

Dramatic fluctuations in the stock market can have a significant impact on investors’ holdings.

TFA works with some of the industry’s most well-known third-party money managers. The management strategies employed by our advisors can generally be categorized as tactical or strategic.  Tactical management strives to protect assets during market downturns while participating in market upturns.  Strategic management is generally based on modern portfolio theory, a Nobel Prize winning approach to money management.