Investment Management

TCI clients with investment management needs which do not require complex investment strategies, frequently rely on Investment Management Services.

This efficient program combines TCI’s traditional investment portfolio services, investments in mutual funds run by top institutional investment managers across the country and the convenience of Internet communication. Clients still accumulating wealth, investors with employee benefit rollover assets, as well as those needing professional management of recently inherited assets, rely on TCI top help them meet long-term financial goals.

Lori Henert, CPA

TCI client Lori Henert is a CPA who refers her own clients to TCI for investment services and estate planning. Lori knows firsthand that TCI will give her client referrals the same personal attention she, herself, receives. Top reasons for doing business with TCI, says Lori, are its direct, proactive service, honesty, ongoing communication and client education.
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