THE TCI VISION is to become the most trusted and respected financial advisor to the business owner/professional and his or her family for the next 100 years.

TCI’s corporate focus is centered on two main activities:

Building trusting, personal relationships with client families through regular and proactive client contact, limiting our client-to-relationship manager ratio and making certain clients deal directly with owner-partners who are decision makers. We make it easy for our clients to do business with us.

Maintaining integrity in the investment and financial planning process by maintaining our independence and objectivity, placing clients’ interests first and constantly improving best processes and practices. Our investment philosophy is conservative and capital preservation-driven with defensive strategies and reasonable growth objectives.

TCI Values

  1. We are people of integrity.
  2. The best interest of our clients is always our first priority.
  3. We believe that there is value in relationships that last.
  4. We believe doing what we say we will do differentiates us from most of our competitors.
  5. We are dedicated to a lifetime of learning.
  6. We embrace the opportunity that comes from innovation and creativity.
  7. We place a high value on the practice of sound stewardship.
  8. We believe in giving back to the community.
  9. Confidentiality is the hallmark of our business, which allows us to grow as a team and to be genuine with our clients.
  10. We believe in a life balanced among work, family, faith, fun and community.