A complete list of active advisors currently associated with Targeted Equity Consulting Group

Warmer can help you find a great advisor at Targeted Equity Consulting Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Targeted Equity Consulting Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Quinn	Scituate, MA	24

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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