For Your Organization
Managed Asset Portfolio Program
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.
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