Number of employees
5-9
Description
TKG actively manages investment portfolios for preservation of principal and conservative growth consistent with each client's investment suitability, risk tolerance, and the performance of the Wilshire 5000 Total Market Index . We are managers, indeed advocates. "It is not what we do. It is not how we do it. It is why we do it." It's been this way since the beginning.TKG is independent. We do not work for any brokerage house, mutual fund, or bank. We have no quotas, we do not make markets, and we do not report to anyone other than our clients. Our only interest is the client's satisfaction and the hope for long-term relationships.To begin, the client and TKG file a "Limited Power of Attorney" with the brokerage firm. This allows us to make all buy/sell decisions but also totally prohibits us from "touching" the client's assets.
Fact sheet
Company contacts
- D Michael Kane
- Owner
Products & services
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