For Your Organization

Managed Asset Portfolio Program

Strategies designed to meet the unique financial objectives of school districts and municipalities

Safety is Our Specialty

At TCG, we specialize in quantifying risk and developing strategies that can help ensure the safety of your organization’s assets. Through the use of sophisticated software solutions, TCG can evaluate multiple risk factors for not only individual positions, but your entire portfolio. We share your goal of increasing safety within your accounts because we understand the importance of prudently managing taxpayer dollars. As fiduciaries, we are committed to working on your behalf to manage current and future risk.

Process Behind The Program

The management of taxpayer dollars is a highly scrutinized process that requires a safe and responsible investment strategy. At TCG, we seek to deliver well-defined and disciplined strategies that help you meet all three cornerstones of the PFIA—safety, liquidity, and yield.

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We specialize in analyzing risks on multiple levels to protect cash flow needs and minimize risk exposure


Investments remain liquid to meet the growing demands of the programs running within your organization
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We’ll work to produce an investment strategy that can help maximize risk-adjusted yield

Investment Solutions and Services

  • Complete portfolio management and consulting
  • Reporting services
  • Compliance oversight
  • Fiduciary protection
  • Monitoring of broker/dealer and safekeeping relationships
  • Assisting in cash flow analysis
  • Reviewing and recommending modifications to the investment policy
  • Investment pool benchmarking
  • Provide current market economic updates

Our team is here to help you get started

Your journey to financial success begins here
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.