Targeted Equity Consulting Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Targeted Equity Consulting Group provides portfolio management and pension consulting services to pension and profit‑sharing plans, high‑net‑worth individuals, and business entities. The firm focuses its advice primarily on equities and non‑U.S. securities and creates written investment policy statements to tailor portfolios to each client’s goals and risk tolerance.
TECG conducts ongoing monitoring and portfolio reviews and uses a mix of fundamental, quantitative, technical, charting, and cyclical analysis while employing long‑ and short‑term strategies, including options trading. The firm offers multiple billing arrangements and may enter performance‑based fee arrangements for qualified clients, using a high‑water‑mark approach to measure capital appreciation.
Notably for a solo independent adviser, TECG explicitly provides pension consulting to retirement plans, including recommending and monitoring money managers and other plan service providers. The brochure also discloses that the firm was recently registered, reported no assets under management at the time of filing, and provides administrative services (such as AI technology and research), which it identifies as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$10,000 to $25,000 for pension consulting plans
$0+: 0.10% to 1.00% annually for equities $0+: 0.10% to 0.50% annually for fixed income
$500 per hour
15% of capital appreciation with a high water mark; annual fee up to 1.00% of AUM; TECG receives 25%-50% of performance fee
Main office
Scituate MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Targeted Equity Consulting Group · Targeted Equity Consulting Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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