We are a truly independent firm and do not sell products or services of any brokerage firm, broker-dealer or investment bank. Your goals are our goals.
We do not take custody of client assets. Your assets are held by a recognized and respected multi-billion dollar company.
Should you desire such, we offer access to third party brokerage houses that provide custodial services as well as deeply discounted commissions. We never receive any additional compensation on any commissions.
We provide solutions. We do not sell products.
Our management fee schedule is not based on loads or commissions. We offer low investment management fees and personal service.
At TRG Capital Management, Inc., investment management strategies are tailored to meet the Client’s needs.
The Portfolio Manager has fifteen years of professional investment experience and has earned a Certified Public Accounting designation.
At TRG Capital Management, Inc., high quality client service is our highest priority.
Our core values are: Honesty, Integrity, High Ethical Standards and Hard Work.
We are totally dedicated to helping you achieve your financial goals and dreams.