About Us

Account Management

TKG actively manages investment portfolios for preservation of principal and conservative growth consistent with each client's investment suitability, risk tolerance, and the performance of the Wilshire 5000 Total Market Index . We are managers, indeed advocates. "It is not what we do. It is not how we do it. It is why we do it." It's been this way since the beginning.

TKG is independent. We do not work for any brokerage house, mutual fund, or bank. We have no quotas, we do not make markets, and we do not report to anyone other than our clients. Our only interest is the client's satisfaction and the hope for long-term relationships.

To begin, the client and TKG file a "Limited Power of Attorney" with the brokerage firm. This allows us to make all buy/sell decisions but also totally prohibits us from "touching" the client's assets.

TKG provides outstanding Performance and Service; performance as in we work to achieve monetary goals and service as in we handle all account administration and activity. We provide crystal clear and comprehensive reports semi-annually, or upon request.

Most importantly and consistent with its commitment to remain a true management service, TKG does not charge nor otherwise receive commissions. We do not charge set-up fees, miscellaneous fees or any other "hidden" fees. Rather, TKG serves you with no conflict of interest as we charge only a semi-annual fee based on a percentage of the client's Net Asset Value assigned to us for management. Our only and vested interest is to preserve and build the assets of our clients.

TKG grows only as its clients grow.

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Financial Planning

At TKG, we feel it is important to not only consider your investments, but how these investments fit into your long-term financial plan. As a result, in 2005 we expanded the scope of our services by adding personal financial planning.

Personal financial planning is the discipline of working with clients to help them attain financial goals such as financial security, accumulation of assets, managing financial risks, funding children’s education, achieving a comfortable retirement, and wealth transfer to heirs. The comprehensive financial plan provided by TKG includes:

• Cash flow analysis – funding assessment for future financial goals
• Net worth statement/asset allocation assessment – proper investment planning
• Retirement planning – when retirement can start, how long money will last
• Insurance review – assessment for survivor needs, disability, and long-term care
• Estate planning – minimize estate taxes
• Education funding – savings needs for children’s education

Our fee for this comprehensive plan is $500. Annual updates, if needed, are at the rate of $250. Should you have special circumstances not covered by the plan, we are available for an hourly fee of $150.

If you would like additional information about this service, any of TKG’s financial planners - Don Davis, Linda Nebenzahl, and Sue Yang – will be glad to speak with you.