TBG Investing

Overview

TBG Investing is an independent, owner-operated RIA that serves individual and family clients with a focus on equity-driven portfolios and financial planning. The firm functions as a capital allocator — it manages client portfolios directly and selects third‑party managers when appropriate. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements combine a percentage of AUM with fixed fees. Investment appetite is tilted toward publicly traded equities, implemented primarily through exchange‑traded instruments. The firm identifies as an active ESG investor, which suggests ESG screens or ESG-focused ETFs and equity selections are part of how portfolios are constructed. While equities dominate, TBG Investing also uses mutual funds and has exposure to commodities as an alternative allocation, giving it modest diversification tools beyond traditional stocks and bonds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices