Distinctions

The approach was developed by The Zero Alpha Group, LLC, an international organization of independent wealth management firms. Fiduciary First^TM uses Standards of Fiduciary Conduct, developed by the Center For Fiduciary Studies, as a framework for investment practices and accountability. Fiduciary First^TM standards incorporate risk management procedures, well-documented systems, ongoing investor education and proactive communication coupled with continued best practices refined by decades of operating experience of the member firms. To learn more about our Fiduciary First^TM approach, please read our white paper titled: Fiduciary Matters.

TMG is one of less than 30 firms across the globe certified by the Centre for Fiduciary Excellence (CEFEX) to the highest professional fiduciary investment advisor standards available in the world today.

TMG is a member of the Zero Alpha Group LLC (ZAG) consortium. Founded in 1995, ZAG is an international network of independent investment advisory firms managing nearly $9 billion in assets. Members of the Group are committed to providing objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing. The firms in the Zero Alpha Group network share a common philosophy about investing and client service.

TMG has been fortunate to have been recognized as a nationally leading firm for many years. Please see our Awards Section to learn more.