Arlington Heights, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Tlg Advisors, Inc.
Enterprise
Firm-wide stats for Tlg Advisors, Inc.
About
TLG Advisors, Inc. serves a broad client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, comprehensive financial planning, and investment fiduciary services for ERISA-qualified retirement plans through a network of independent investment advisor representatives and sub‑advisors.
The firm’s investment process centers on manager selection and ongoing monitoring, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios; many client accounts are managed through sub‑advisors and program platforms. TLG also offers a direct-to-consumer digital program, Starlight Portfolios, which allocates across six to 12 risk classes and three fund management styles based on a risk questionnaire, with quarterly portfolio reviews and tactical adjustments as market conditions dictate.
What distinguishes TLG from many peers is its web of corporate affiliations and interfirm relationships disclosed in the brochure: it is owned by Simplicity Financial Marketing Holdings, shares personnel and arrangements with The Leaders Group broker‑dealer, and identifies several affiliated RIAs, broker‑dealers and insurance entities. The brochure also notes that some advisors may be related to law firms or other financial firms, that the firm may select and compensate other advisors via referral or solicitor arrangements, and that it works with a range of institutional counterparties beyond typical retail clients.
Based on Tlg Advisors, Inc.
Expertise
Based on Tlg Advisors, Inc.
Location
85 W Algonquin Road, Suite 395
Arlington Heights IL 60005
Advisors at this office
2
Advisors at this office
Giacomo P
Series 63, Series 65
Arlington Heights, IL
Tlg Advisors, Inc.
Giacomo Palazzolo is an investment advisor representative with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at The Leaders Group, Inc. since 2013 and Resource Insurance and Financial Group since 2003. In addition to his advisory role, he is involved in insurance and group benefits businesses and serves as a notary public. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, financial planning, and fiduciary services, with an investment approach centered on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory.
Phillip B
Series 63, Series 65
Arlington Heights, IL
Tlg Advisors, Inc.
Phillip Bucaro is a financial advisor with TLG Advisors, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held roles at Resource Insurance and Financial Group, The Leaders Group Inc, Pinnacle IFS Inc, and Insource Inc. Outside of his advisory work, he is involved in providing insurance and investment products to small businesses through KAPPLE & APPLE Insurance Benefits & Financial Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis and Modern Portfolio Theory in its investment approach.
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