Frequently Asked Questions

Who’s actually deciding what investments are bought for my account?
The TCI Investment Committee meets twice a month to review investments and discuss possible asset allocation changes. Committee members average more than 25 years in the investment management business.

In addition, these professionals spend considerable time reviewing economic analysis and performance data from numerous sources as well as meeting with mutual fund managers and other managers under consideration.

Portfolio assets are invested according to each client’s financial needs and risk tolerance. Each client must be confident and comfortable with the decisions being made to achieve his or her financial goals; therefore, we recommend clients meet with their relationship manager two to four times per year.