Palm Springs, CA Office

TCP Asset Management, LLC provides portfolio management, financial planning, pension consulting and limited annuity management to individuals (including high‑net‑worth clients) and pension/profit‑sharing plans, and states no account minimums for its services. The firm documents client objectives in an Investment Policy Statement, offers regular portfolio monitoring, and operates a fixed‑income SMA strategy that invests directly in individual bonds.

TCPAM combines fundamental and technical analysis with a long‑term trading approach and typically seeks discretionary authority to implement client portfolios. The firm makes extensive use of model portfolios and sub‑advised strategies delivered through third‑party platforms (including Orion/SEI models, Ocean Park sub‑advised models, Pave and First Trust arrangements) and may refer portions of client assets to outside advisers.

Noteworthy operational features include a requirement that clients use specific custodians/broker‑dealers (Charles Schwab, Fidelity, SEI Private Trust and TIAA) and limitations tied to its affiliation with United Planners, which restrict product availability relative to many peers. TCPAM also integrates third‑party digital estate‑planning services (Wealth.com), routes some bond executions through specialty brokers (Academy Securities and StoneX), and maintains commercial and personal financial ties to certain model providers (including partners’ investments in Pave and firm payments for platform access), all of which the firm discloses and manages as potential conflicts of interest.