We do everything from coordinating benefits, retirement programs, business continuity planning, asset purchase review, tax planning, investment management, insurance planning, key employee planning, business transition planning and expense review.
TNFA Institutional Services provide clients with comprehensive and integrated financial services in a high-engagement, client-centric service model. We focus on building long-term client relationships, employing a philosophy of planning iteration and evolution to address client needs and objectives as they change over time.
Investment Philosophy and Process
At TNFA INSTITUTIONAL SERVICES, we follow an established investment philosophy that combines multiple asset classes in an effort to achieve higher returns while lowering the risk of losing principal. We also incorporate a systematic process that replicates a disciplined approach that is often used in managing large institutional pension and endowment funds, and overlay it with our own proprietary strategy.
With the goal of improving investment performance, TNFA Institutional Services utilizes a tactical asset allocation strategy that implements periodic and opportunistic adjustments to portfolios. When we formulate tactical modifications, we consider factors such as economic, market, demographic and geopolitical trends.
TNFA Institutional Service’s Tactical Investment Strategy Portfolios are made up of a collection of investment vehicles. These portfolios typically consist of U.S. and international stocks, bonds, natural resources, real estate and other alternative investments. Portfolios include investments that are closed to retail investors.
*Investing involves risk including loss of principal. No strategy assures success or protects against loss.