We always put the client first
We structure portfolios that are unique to clients’ needs
We offer state-specific customization
We provide options for income generation
We look for good public purpose in our clients’ investments
We are fee-only, removing many potential conflicts of interest
TFS helps advisors retain clients by working diligently to realize their fixed income goals and offering solutions to existing problem areas
Our firm helps advisors win new clients by reviewing and analyzing prospects’ portfolios and offering recommendations for improvement
We are responsive and available to answer questions that you and your clients may have
TFS does what we do best in order to free you up to do what you do best
Being fee-only aligns our interests and removes potential conflicts
We are specialists in fixed income management
We have over 70 years of combined experience in fixed income investing
TFS takes a total return approach to investing and has a track record of about 15 years that is GIPS compliant
We use a team-based approach and follow a well-defined process to managing our portfolios
Our models are research-based to help mitigate risk
We believe the bond market is inefficient and we can create value with wise security selection
