Wealth and IRA Management
We take an active approach to managing investments including IRA rollovers, focusing on high-quality equity and fixed income investments. Securities are selected after applying a very disciplined approach of research and analysis. All investment opportunities are carefully studied to ensure that potential returns are commensurate with risks taken. We believe our application of this disciplined and consistent process will result in returns exceeding stock and bond indices over market cycles.
Our Investment Strategy
- Portfolios are tax-managed and diversified to limit market risk and provide consistent performance
- Diversification is across investment styles and asset classes
- A full range of investment options include:
- Individual stocks and bonds
- Mutual funds
- Exchange traded funds
- We utilize multiple global research sources to:
- Set strategic asset allocation
- Determine sector weighting
- Select securities
Access Your Entire Financial Picture From Our Mobile App
TCV Trust & Wealth Management offers the best-in-class personal finance Wealth Access tool that allows you to securely look at your total wealth, balance sheet, cash flows, and asset allocation.
This advanced portal allows you to store all account information in one place. Benefits include: customized report generation, a document vault, and alerts that notify you if your asset allocation is unbalanced, funds are transferred out of an account, or a deposit is made to your account.
View Our Mobile Personal Finance App to learn more.