NEW INVESTOR
Did you know? 91.7% of all U.S. stocks are owned by investors 45 years old and older*. That means most of the market’s growth potential is being missed by younger generations. We are here to help change that by helping new investors build confidence, clarity, and a long-term plan for success.
Our approach is simple: If you are a new investor that has not begun to accumulate a substantial amount of wealth, your investments will be 100% committed to the equity (stock) market. As you approach a portfolio value of $40,000 or more, we will meet with you again to discuss the process of “graduating” into TRG’s Dynamic Wealth Accumulation strategy. For our new investors, we waive TRG’s management fee on the first $10,000 of the account’s value. We do this to create an opportunity to learn, grow, and get comfortable with investing alongside us; without the pressure of added costs.
Let’s talk today and get you started!
*Source: Jack Caporal, 2025, via www.fool.com/research/how-many-americans-own-stock/ Disclaimer: The data presented is for informational purposes only. A solicitation for TRG’s services can only be made upon speaking with a licensed TRG Financial Advisor. Investing in securities contains risk including the loss of capital. Management fee waiver applies to the first $10,000 of the account value for new investors. Standard advisory fees apply thereafter. Terms and conditions may vary.