Why Do Clients Choose The Monitor Group?

Because they trust that our experience, individualized attention, commitment, independence and disciplined approach to financial planning and management will give them the confidence and peace of mind that comes from knowing that their financial house is in order.

Trust.

You need to know you can trust your financial advisor. We are audited by the Centre for Fiduciary Excellence (“CEFEX”), an international fiduciary standards and auditing organization. To learn more about our fiduciary role click here.

Experience.

You deserve to work with seasoned experts. The Monitor Group is an industry leader in advanced planning and the development of sophisticated modeling programs.

Individualized attention.

Taking a team approach to financial planning, our expert professionals get to know you personally so that all recommendations and advice we provide are tailored to your specific needs and desires.

Commitment.

The Monitor Group’s professionals have been deeply committed and involved in helping people just like you for over a quarter century.

Independence.

Our clients prefer to avoid hidden agendas. We are totally independent, unbiased and objective. We avoid all conflicts of interest because only our clients compensate us. We do not accept commissions from the sale of investment or insurance products.

Disciplined Approach.

Clients like you seek wealth managers with a disciplined, proactive approach to helping clients achieve financial security and success. Our academic methodology in the investment process is grounded in modern portfolio theory, and sophisticated diversification and tax-managed strategies.

Confidence.

Clients come to us through trusted advisors or friends who share similar financial goals and a conservative investment philosophy.

Peace of mind.

Our clients do not want to be involved in the frantic activity associated with short-term trading. We develop sound, ultra-low-cost portfolios using the same investment strategies as major pension funds.

To learn more about the benefits of working with TMG, please visit the Client Services, Resources + Education and News + Press sections of our website containing everything you need to know about TMG’s ability to meet your financial management needs.