Over 20 ideas IFAs can use to showcase their value to existing or prospective clients.
What We Do
TCF Investment is the investment manager behind the MAPS model portfolios
Our low cost, Multi-Asset Portfolio Solutions are an efficiently managed set of models designed to fit with adviser planning processes. We offer two investment styles (passive and “core and satellite”) and a range of different risk profiles in each. We also offer bespoke investment solutions tailored to fit with the advice process of adviser firms and which allow for more efficient operation for the adviser. We also provide a range of highly rated support services for advisers.
Our Investment Approach
Why advisers choose us
Our Values
Why choose us
Thoughts, knowledge, insights and more
Very few adviser firms showcase their value to existing or prospective clients – a simple sales aid / poster can be used to help achieve this.
Building clients’ trust through Investment Philosophy and Process. Clients can take comfort from knowing that their investments are under the stewardship of professional advisers and managers.
Trying to develop a Centralised Investment or Retirement Proposition is complex enough, but how do they fit with the other processes within an adviser firm?
Do I have enough to retire? The one question asked when approaching planned pension age. Seeking advice to find the answer….
Sequence of Return Risk – the risk associated with drawing an income in different market environments – an example
With the advent of Pension Freedoms and greater regulatory scrutiny, the importance of CRPs for retirement / deculumation clients is growing.
Investing is not without risk. Anyone who suggests otherwise is misguided. The idea of taking risk is to increase returns.
Over the last few years North American equities have had significant growth.
Areas where financial advisers add value – money
Areas where financial advisers add value – goals
Areas where financial advisers add value – confidence
Successful investors do not start without a plan, any more…
More than ever Independent Financial Advisers (IFAs) are having to justify…
