Investment Advisory Services

TFG* works with some of the industry’s most well-known third-party money managers. The management strategies employed by our managers can generally be categorized as tactical or strategic. Tactical management strives to protect assets during market downturns while participating in market upturns. Strategic management is generally based on modern portfolio theory, a Nobel Prize winning approach to money management.

Our Crisis:

Dramatic fluctuations in the stock market can have a significant impact on investors’ holdings. Recent economic events have brought to light that many investors need professional help in managing their assets.

Our Solution:

The Transamerica Wealth Management Strategies (TWMS) program helps people with modest amounts of investable assets have their money managed professionally by Transamerica Financial Advisors, Inc. (TFA) and institutional and boutique model managers. The TWMS program is available for those with $25,000 to invest and only requires payment of a single fee that includes the cost of trading. It offers customizable allocation, so you and your financial advisor can determine whether it’s best to invest in multiple model portfolios or follow a single strategy. Since most of the model portfolios have a low minimum investment of $5,000 and the program can hold fractional shares of exchange traded securities, diversification is both efficient and cost effective.

With the TWMS program, the client, Investment Advisor Representative, custodian and model manager are all connected through a single integrated platform. See our great platform of product providers below.

*Transamerica Financial Group representatives must be properly licensed Investment Advisor Representatives of TFA to offer investment advisory products to clients.