About TCG
Our Mission
We deliver investment and financial planning solutions that provide peace of mind and lead clients to financial success.
We Value
Ethics
Ethical behavior is our top value at all times. We will not cut corners in this area in the interest of profits or business growth. We will always be accountable for our actions and inactions.
Competence
Treat every task and assignment as important, and never perform a service of any kind without being certain we demonstrate the highest level of skill, knowledge and ability.
Customer Service
Treat every customer as the most important person or organization, and always assure they are delighted with their experience with us. Dignity, respect, and courtesy are key values in every client relationship.
The Right Staff
Our employees are our most important asset. We will only hire and retain employees who consistently demonstrate, and believe in, our core values. Through a focus on promoting from within and fair compensation, our goals are to achieve high employee job satisfaction and low turnover. We will not retain an employee who does not have, and continually show, these values in our work.
Our Story
TCG was founded in 2000 as a fee-based investment and consulting firm. Our founding partners, John Pesce and Mike Cochran, rooted the company in our core values by which we serve our customers. By avoiding the pitfalls of the commission-based model, we have attracted a loyal clientele appreciative of straight talk, informed decision making and personalized service.
In helping others to prosper over the years, TCG has prospered as well. In July of 2021, TCG was acquired by HUB International, a top 5 leading full-services global insurance brokerage and financial services firm.
Joined together, TCG, a HUB International company now serves over 1 million clients across an assortment of plans in the education, local government, small-to-medium business segments, and private wealth fields. Now managing $142 billion in assets and advising 7,900 retirement plans, everything we do is accomplished in-house by a team of professionals who are dedicated to providing elite customer service.*
Let’s take your next financial step together.
*HUB International Limited (“HUB”) owned RIAs provide investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB RIAs maintain a combined total of $142,591,409,383 in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2021. The AUM for each individual HUB RIA may be found in the respective Form ADV for each respective HUB RIA. This Aggregated AUM for all HUB RIAs are broken out as follows: $109,917,037,538 in nondiscretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non- ERISA plans), non-qualified plan assets, and other types of institutional assets. $25,448,924,412 in discretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non-ERISA plans), non-qualified plan assets, and other types of institutional assets. $7,225,447,433 in Private Wealth Client AUM; which is a combination of both discretionary and non-discretionary AUM.