Our investment philosophy is to custom-tailor a powerful portfolio to meet each client’s unique needs. One of the popular investment options we offer is a portfolio specializing in one asset class such as fixed income, equities (stocks, ETFs) and/or alternative investment strategies. Another very popular investment option is a diverse portfolio covering multiple asset classes.
Most clients hire TRG to manage all of their investment assets. When you hire TRG Capital Management, Inc., to manage your entire portfolio you will receive a carefully designed portfolio that is implemented and managed in a manner that is consistent with your goals and objectives.
A few investors hire TRG for just a segment of their portfolio. If this is your desire, you will still receive the highest quality service we can deliver. All of our clients have the opportunity to meet with us regularly to update their goals, objectives and investment strategies to seek their financial dreams.
Whether you are an individual, a business owner, a pension plan, a foundation or an institutional investor, we will design, implement and manage a portfolio to help you achieve your objectives.
TRG’s investment management solutions are very robust and cover many different facets of the market. We offer these three popular investment management solutions.
Premier Investment Management
For investors that hire TRG to manage all of their investable assets, we offer our Premier Investment Management methodology. In developing a portfolio that is right for you, we will honor your risk tolerance.
Premier Investment Management is built upon a careful selection of exchange traded funds, mutual funds and/or closed end funds as well as individual fixed income and equity securities.
Individual equities (stocks) will be managed by specially selecting issues for you that are value oriented, offer capital appreciation potential and, if you desire, capture segments of the international markets.
Premier Fixed Income Management
Premier Fixed Income Management is a solution for investors that are primarily looking for high quality, reduced risk and low cost fixed income portfolio management. At TRG Capital Management, Inc., we build fixed income portfolios that concentrate on safety, security and good rates of return. Some of our most popular fixed income strategies include TRG US Treasury / Certificate of Deposit, TRG State Specific Muni Income and TRG National Muni Income. Each portfolio is built upon the unique needs and objectives of the investor.
Premier Alternative Investment Management
Premier Alternative Investment Management is a solution for investors who are looking for strategies beyond conventional asset management. Premier Alternative Investment Management is a set of progressive investment management techniques that apply the use of time-tested option strategies. These strategies include the Enhanced Income Portfolio and the Dynamic Options Portfolio.
The Enhanced Income Portfolio seeks to add to the cash flow generation of a conventional equity and fixed income portfolio. Various forms of covered call writing are employed with the goal of potentially profiting whether the stock market goes up or down.
The Dynamic Options Portfolio uses one to three options-based strategies with the goal of generating gains that may not be achieved with a standard equity portfolio. Portfolio development focuses on one or more of these solutions: Core Value, Capital Appreciation and Bull / Bear. Dynamic Options is a more sophisticated management technique for investors who understand and appreciate the concept of higher risk and the potential for higher reward.