Salt Lake City, UT So Union Park Ave Office

Tingey Financial Group provides fee-based portfolio management to individuals and to a range of institutional clients on both a discretionary and non‑discretionary basis. The firm recently added financial planning to its offerings and also advises trustees and 401(k) plan participants on fund selection and participant guidance.

TFG employs a fundamental, value‑oriented, low‑turnover investment approach that emphasizes long‑term horizons and liquidity, with fixed‑income holdings generally bought and held to maturity to manage duration and credit risk. Clients select from Growth, Balanced, or Income objective bands that guide asset allocation, and an internal investment committee implements strategies using the firm’s proprietary research.

The firm distributes quarterly newsletters, periodic market commentaries, and holds annual educational meetings and topical client communications at no additional charge, a practice noted in the brochure and relatively uncommon among peers. After surpassing the $100 million threshold and moving to SEC registration, TFG maintains a small advisory team supported by an investment committee, documents client‑directed trading restrictions and standing authorization arrangements, and occasionally provides non‑investment consulting engagements.