TFS Advisory Services

We are proud to help you meet clients’ complex investment needs through our Comprehensive Fee-Based Investment Advisory Program. This open-architecture platform will provide all the tools you need to manage your clients’ portfolios to provide the optimum return for their time horizon and risk tolerance. Our Advisor Dashboard will give you access to a sophisticated Client Proposal Generation System; hundreds of money managers, asset allocation and research tools; an extensive menu of Mutual Funds and Exchange-Traded Funds; Integrated Financial Planning Solutions; and so much more.

Focus your time on gathering assets and managing key client relationships while enjoying a steady stream of fee revenue.