Abilene: 1174 N 3rd Street • (325) 480-1587 | Granbury - 1208 Fall Creek Hwy, Ste B, Granbury, TX 76049 • (817) 573-8326

Services

Portfolio Management

We have two styles of management based on the needs and contract with the clients.

Wealth Management Portfolios: For our clients signed up for our “Wealth Management” service, we tailor their portfolio to their needs using investments from various asset classes including options for hedging and enhancing the portfolio. Our investment team considers Macro risks and the client’s advisors consider the individual risk reward profile of the client to build out and manage the individual portfolio.

Wealth Builder Portfolios: For our clients signed up for our “Wealth Builder” service our investment team focuses on building portfolios for long term growth while still taking into consideration the clients risk/reward profile. For this service our investment team manages models by selecting mutual funds and percentages of a portfolio to be invested in each fund for a risk reward profile. Then advisors can assign the investments to each client and the portfolio will remain invested and rebalanced based on our team’s parameters on a regular basis.

Active vs Passive: Our philosophy leans toward active management but we feel that this should not be a choice of style that an investor must pick. We believe there are definitely times and opportunities where active managers provide a lot of value to a portfolio in various areas of the market and there are also times where passively investing in an index is difficult to beat. With that said, even deciding the allocation of passive investments is an active management decision. It is also an active decision to keep some money in cash. Investing involves decision making. Our goal is to help the client make the best decision possible for their portfolio at a given time based on the information we have for them.

Wealth Management

Our team of professionals spans many years of experience in a multitude of areas that are covered in wealth management. For our wealth management clients, we want to help you look at the areas of your financial life where we can make the most difference. Therefore, we take a comprehensive approach looking into various areas of your finances and making recommendations in areas such as tax planning, risk management, generational planning, and retirement planning strategies.

Small Business Planning

Need help keeping up with your business finances? Would you like a team to work with that can help you make informed and guided decisions? Our business planning team can help you make sure you are keeping up with the essentials while planning for the future. There are specific advantages for business owner’s finances with good decision making.

Estate Assistance

Have you been appointed as the Executor/Executrix of an estate? Our team has assisted clients with the settlement of an estate on many occasions. This area is one that can have many hurdles and pitfalls. Our experience in assisting clients can be used to your benefit. If you are the executor of an estate, we can work with you through this process to make sure it is done in a way that can save you time, money and stress. If you would like to discuss these services with our team, click here to make an appointment and put “Estate Assistance” in the “Additional background information” field.

Managed Strategies

Since opening Team Financial Strategies in April of 2005 we have developed sound investment management strategies that we manage within client portfolios and for institutional investors. For a brief description of each strategy see below. To inquire further, please contact our investment team at 325-480-1587.

Texas Companies — In 2012 our team began to look at the growth opportunities we could see with our own eyes right here in our home state. Our research indicated that Texas companies have a long history of offering very good long term investment opportunity. In September of 2013 we became the sub-advisor to The Texas Fund (BIGTX) that we helped launch through the Monteagle Family of funds. We already knew a lot about Texas before launching this strategy. Our group is where you should turn if you are interested in investing in Texas companies.

TFS Large Cap — The TFS Large Cap strategy looks at the fundamentals of the largest 100 companies traded in the US to pick 20 or fewer names that we believe to be the best all-around buys for value while considering financial stability and growth prospects.

TFS Capital Growth – The TFS Capital Growth strategy includes a unique approach at looking at growth in capital investments made by the largest US companies while also measuring the company’s ability to turn those investments into profits over time.

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