TGS FINANCIAL ADVISORS

Overview

TGS Financial Advisors is an independent registered investment adviser serving individuals and families. The firm operates as a capital allocator and combines traditional portfolio management with financial planning, selection of other advisers, and client education through newsletters and seminars. Its fee structure includes both a percentage-of-AUM model and fixed fees, and the firm identifies as an active ESG investor, indicating environmental, social and governance factors are integrated into its investment process. TGS relies on discretionary portfolio authority for the bulk of client relationships and uses third‑party managers and curated fund vehicles where appropriate. TGS’s investment approach is centered on public funds and mutual funds as core building blocks, supplemented by selected external managers and contract vehicles to add exposure and implement specialized strategies. The adviser also offers annuity solutions when they fit a client’s objectives and will outsource or select outside advisers for niche allocations or wrap solutions as part of portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices