TBG Investing

Overview

TBG Investing is an independently owned limited liability company that operates as a small RIA focused on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, and it bills clients through a mix of AUM-based fees and fixed fees. The firm is identified as a capital allocator and reports incorporating ESG considerations into its investment approach. The adviser manages a compact book of clients and appears to rely on third-party managers as part of its service mix, consistent with its stated activity of selecting external advisers. The combination of planning, bespoke portfolio management, and third-party allocations indicates a hybrid advisory model rather than a solely model-driven or off-the-shelf product platform.

Assets & Accounts

Public Holdings

Investments & Alternatives