We Serve You

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How do we serve you?

  • TFS helps advisors retain clients by working diligently to realize their fixed income goals and offering solutions to existing problem areas

  • Our firm helps advisors win new clients by reviewing and analyzing prospects’ portfolios and offering recommendations for improvement

  • We are responsive and available to answer questions that you and your clients may have

  • TFS does what we do best in order to free you up to do what you do best

  • Being fee-only aligns our interests and removes potential conflicts

Experts in an Inefficient Market

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How do we obtain superior results?

  • We are specialists in fixed income management

  • We have over 70 years of combined experience in fixed income investing

  • TFS takes a total return approach to investing and has a track record of about 15 years that is GIPS compliant

  • We use a team-based approach and follow a well-defined process to managing our portfolios

  • Our models are research-based to help mitigate risk

  • We believe the bond market is inefficient and we can create value with wise security selection