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

Institutional Access

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What is the advantage of institutional access?

  • Our robust dealer network relationships lower transaction costs for our clients

  • Ability to buy primary and secondary offerings direct from dealers provides superior access to product and minimizes markups

  • Transparent fee structure instead of hidden markups

  • Conflicts of interest are eliminated so our interests are aligned

  • Advisors can leverage our relationships and market access to add value for their clients