How do I get started?
Start by scheduling a brief (15-minute) consultation with a Senior Portfolio Manager by clicking the "Discovery Call" option. During this conversation, we will assess your needs and provide you with a recommendation for our services. Following that, we will arrange an initial consultation to discuss your objectives, goals, purpose and intended legacy.
*Please Note: Limitations*
No client or prospective client should take the attainment of any professional designation, recognition by publications or media, or any level of success or experience as a guarantee that they will achieve a certain level of results or satisfaction if they engage TC Capital Partners to provide investment advisory services.
There are risks involved with investing based on the ideas given, and the information contained here may not be suitable for all investors.
To better understand the differences between investment advisory services and brokerage services, as well as TC Capital Partners responsibilities to disclose any conflicts of interest, we recommend that clients consult with a TC Capital Partners representative before making any purchases.
Any of the financial instruments mentioned above may include TC Capital Partners or one of its affiliates as a market maker, underwriter, representative, or lender to the issuer. TC Capital Partners or an affiliate may also own shares in the issuer.