A complete list of active advisors currently associated with TFR Capital

Warmer can help you find a great advisor at TFR Capital or one who fits your needs even better.

TFR Capital provides personalized financial planning and discretionary investment management to individuals — including high net worth clients — and to entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm also offers non-discretionary retirement plan advisory services and financial planning engagements that can be delivered as standalone or ongoing services. The firm’s investment process begins with an in-depth assessment of liquidity needs and a base-reserve framework, and combines fundamental, quantitative and technical analysis to construct primarily long-term portfolios while permitting shorter-term trades when circumstances warrant. Portfolios typically emphasize investments with low or no embedded manager fees and may include equities, fixed income, ETFs, structured notes and, in limited cases, allocations to unaffiliated external managers. Noteworthy for a firm of its size, TFR discloses that some advisory personnel are licensed insurance professionals who may earn commission-based compensation for selling insurance products, a practice the ADV identifies as a potential conflict of interest while noting clients are not obligated to purchase through the firm. The firm’s ADV also discloses a recent material amendment (a reported relocation) and describes participation in custodial platforms that provide technology, research and limited transitional support.

To learn more about the advisors currently working at TFR Capital, 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.