A complete list of active advisors currently associated with TCP Investments LLC
Warmer can help you find a great advisor at TCP Investments LLC or one who fits your needs even better.
TCP Investments provides investment advice exclusively to individual clients using mutual funds, offering discretionary management for ProFunds accounts and trade recommendations for clients’ 401(k)/403(b) plans. The firm operates with a small client base and manages a modest amount of client assets. The firm’s investment approach is market timing driven by technical analysis and charting tools, identifying bull or bear trends and frequently switching allocations between mutual funds; trades may be short term and held less than 30 days. For ProFunds clients the firm executes group, discretionary trades simultaneously across clients, whereas retirement-plan clients receive recommendations they implement themselves. Noteworthy aspects include the use of leveraged ProFunds within its aggressive V08 sleeve and an explicit short‑term, technical market‑timing strategy, which is atypical and carries higher risk compared with the longer‑term portfolio management common among peers. The firm is small in scale and maintains limited custody solely to facilitate quarterly fee deductions rather than broader account control, and the principal draws on decades of personal market‑timing experience from a prior career outside finance.
To learn more about the advisors currently working at TCP Investments LLC, 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 |
|---|---|---|
Saint Petersburg, FL
| 21
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)