We always put the client first
We structure portfolios that are unique to clients’ needs
We offer state-specific customization
We provide options for income generation
We look for good public purpose in our clients’ investments
We are fee-only, removing many potential conflicts of interest
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
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
