OUR SERVICES
TR Financial Group offers comprehensive wealth management services. These services range from individual and corporate investment management to highly complex estate planning.
While our primary role is investment management, we believe it is essential to coordinate our clients’ investment strategies with their overall financial situation, working with their accountants and attorneys when developing a plan.
When working with any client, we first employ four basic principles to constructing their portfolios: establish goals, build an asset allocation model, select appropriate investment vehicles, then monitor the performance.
Our approach utilizes a wide range of products, from individual stocks and bonds, mutual funds and limited partnerships, to life insurance and long term care.
Our goal is to build both a professional and personal relationship with our clients. We offer both accessibility and accountability to our clients, with the ultimate goal of building a long-term, enduring relationship.
Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.