A complete list of active advisors currently associated with TLC Group Investment Advisors, LLC

Warmer can help you find a great advisor at TLC Group Investment Advisors, LLC or one who fits your needs even better.

TLC Group Investment Advisors, LLC provides consulting and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities, managing roughly $168 million across discretionary and non‑discretionary accounts for about 186 clients. Engagements are documented by written agreements and delivered on an individualized basis for clients who may impose account restrictions. The firm implements portfolios primarily through mutual funds, ETFs, equities and fixed income and may allocate portions of client assets to independent third‑party managers; its investment process relies on fundamental and technical analysis as well as third‑party manager due diligence. Accounts are monitored on an ongoing basis with regular reviews at least quarterly, and the firm generally recommends Fidelity for custody and execution while also using third‑party manager reporting. A distinctive feature is that certain Advisory Affiliates also serve as registered representatives of Leigh Baldwin & Co., LLC and are licensed insurance agents, and the brochure discloses that these dual roles can create conflicts when affiliates recommend commission‑based brokerage or insurance products. The firm describes these relationships and related practices (including potential receipt of 12b‑1 fees, use of Fidelity resources, standing letters of authorization, and its policy not to vote client proxies) so clients can consider those affiliations when deciding whether to implement recommendations.

To learn more about the advisors currently working at TLC Group Investment Advisors, 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.