Frequently Asked Questions
Have Questions?
We Have Answers
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The first step is for us to connect by either phone or an in-person meeting, to discuss whether we would be a good fit or not. You have choices when it comes to choosing a financial advisor, and we have choices when it comes to choosing which client we would like to work with. If we are a good fit, then we will embark on a thoughtfully committed long-term relationship as we manage your investments and financial portfolio, build a trusting and lasting connection, and help deliver the best possible outcome for you and your family.
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We work best with clients who have a compelling desire to live life to its fullest, with those who seek an “outside the box” thinking, and who thrive at pursuing opportunities. Our office thinks in a multi-generational mindset, with the objective and desire to help you and the generations of your beneficiaries to come, for long term strategic capital growth and optimizing for the most tax-efficient management of investments and financials.
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We do not have a minimum dollar requirement, and we welcome the opportunity to work with individuals and families of all range of net worth. We treat all clients respectfully and with the same measure of diligence, attention to care, and service, regardless of their net worth.
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While you live life, work on building your career and/or business, spend time with your friends and family, travel the country and the world, you can have confidence that our office will be diligently and vigilantly working on your portfolio, to take advantage of market opportunities. While our clients take comfort that we manage their investments on a discretionary basis, we encourage our clients for a communication at a minimum of a semi-annual schedule. We welcome clients to call or visit our office at any time, and we promptly return all contacts to maintain a transparent and a trust-based relationship.
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Investments have an inherent risk with volatility that may be uncomfortable but is normal. To help manage risk, diversification in different asset classes is implemented, while taking care to ensure we don’t over-diversify as to miss out on the potential gains which can be realized with a strategic portfolio of certain measures of concentration in the best investment categories throughout the different market and economic cycles.
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Take The First Step Toward Financial Freedom
Connect with TC Investments today to discuss your portfolio and build a trusting partnership for the future.