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
| 20
|
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