The right solution makes all the difference.
Our most successful advisors utilize turn-key asset management platforms. Choosing to partner with our pre-screened managers, or our internal solution, frees you from the obligations of managing client portfolios so you can focus on growing your business.
TLG Advisors, Inc. offers turnkey asset management solutions for IARs, including our proprietary portfolio management solution, Starlight Portfolios. Please inquire with us about our full listing of options.
Our financial advisors have access to our proprietary portfolio management solution.
At TLG Advisors, our reps are encouraged to conduct fee-for-service financial planning for clients, either utilizing our available planning tools or their own.
To deliver maximum flexibility to our financial advisors, we maintain multiple custodial and platform relationships for access to advisory services.
We have several advisor groups conducting discretionary asset management for customers in a variety of ways. Discretionary authority may be approved with review of your experience with discretionary accounts, investment philosophy, client models, and management style.
TLG Advisors offers access to advisory 401(k)s, 529s, registered indexed-linked annuities, variable annuities, and variable life solutions.