TSFG, LLC
TS Financial Group (TSFG, LLC) is a registered investment adviser headquartered in Lake Forest, Illinois. The firm works with individuals and business owners to develop comprehensive wealth management plans, providing investment advice and financial planning. TSFG, LLC was founded as part of the TS Financial Group, offering services independently from LPL Financial. The size and client base primarily comprise high-net-worth individuals, professionals, and business owners seeking tailored financial strategies and wealth management solutions.
Investment Strategy
TS Financial Group focuses on comprehensive wealth management by working closely with individuals and business owners. They develop and tailor financial plans using a holistic approach that includes investment management, retirement planning, and estate considerations. The firm emphasizes customized solutions to match each client’s unique goals and risk tolerance. TSFG, LLC differentiates itself through a relationship-focused model and fiduciary standard, acting in clients’ best interests.
Top Holdings
Equity Positions (785)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES RUSSELL | 5.97% | $33.0M | 77,754 | $256.64 | $424.58 | +$672.0K |
S SPYV | SPDR PORTFOLIO | 4.99% | $27.6M | 526,419 | $47.62 | $52.34 | -$4.6M |
A ABBV | ABBVIE INC | 4.04% | $22.3M | 120,182 | $108.34 | $185.62 | -$2.1M |
D DYNF | ISHARES U S | 3.87% | $21.4M | 392,369 | $48.34 | $54.46 | +$6.0M |
X XLK | TECHNOLOGY SELECT | 3.57% | $19.7M | 77,834 | $152.77 | $253.23 | +$5.2M |