What is Most Important to You?
"I WANT A CHECK NOW"
- I want an opportunity for additional annual income.
- I want a long-term, steady stream of income.
- I want to pass on a legacy to my beneficiaries.
"I WANT TO GROW MY ASSETS"
- I want my assets to have the opportunity for long-term growth.
- I want my portfolio to have the freedom to adjust as my need for cash flow approaches.
- I want the ability to take advantage of maximum tax deferral while I’m working.
"NEXt GEN INVESTORS"
- I want to save, but I don’t know how to start.
- I don’t want to deal with the stress of managing an investment account.
- I have an IRA, but I need help managing it.
Investment Philosophy
TRG's investment philosophy focuses on providing investors sustainable, reliable and long-term cash flow, an opportunity for additional income, capital appreciation with an opportunity to control risk and harvest tax losses (if applicable). We use our many years of investing experience to select individual stocks, fixed income, Exchange Traded Funds (ETFs), Closed End Funds (CEFs) and other securities to build a customized portfolio to meet your goals and objectives. Each position is viewed as a tool to be used to give you the opportunity to achieve your goals and objective. In designing a customized portfolio, we may use an active, passive or a combination approach.