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Investment Management

The investment power of a national firm with the white-glove attention of your own team.
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Ready for Tomorrow

Investing your assets should be meaningful, not complicated. At TCG, we work closely with you and follow your financial plan to ensure your portfolio is what you expect to see.

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A portfolio with your family in mind

No two individuals have the exact same financial needs, which is why our advisors customize portfolios to each client. Whether working, retired, or somewhere in between, we design your portfolio to meet your unique goals. Regular, in-depth conversations with your personal financial advisor will be scheduled so that your portfolio will evolve with you.

A platform for education.

Clients looking for a hands-on approach can utilize our educational tools. Whether you are just starting out or have immense financial knowledge, you can benefit from the TCG Podcast Outperform Retirement and our blog written by experts with you in mind.

Committed to your success

When you work with TCG Advisors, a HUB International company, your interests become our priority. Below is high-level overview of the client service process we've designed to provide a you the best service we can.

01

Understand your goals

We begin discovering who you are and what's important to you.

02

Evaluate Your Situation

We'll determine how close you are to your goals and what needs to happen to get you closer.

03

Create and implement plan

You determine where you want to go and our plan will help take you there.

04

Monitor and adjust

Every milestone you reach will require adjusting the plan. We'll be around for that too.

We’re proud to be recognized

We’re by your side for all your needs, in business and in life.

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**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.