Investment Management

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TL Private Wealth manages client portfolios on a discretionary basis. These portfolios are built only after truly understanding your goals, investment timeline, and tolerance for risk. We will then construct a portfolio customized for you. This portfolio can include strategies that are built with individual bonds, CDs, cash, mutual funds, exchange-traded funds (ETFs), and third-party managers.

Partnering with best-in-class asset managers allows us to deliver highly customized investment strategies. At the same time, we remain committed to independence: TL Private Wealth is not beholden to any investment company or product. And we do not offer proprietary investments, which we believe present the opportunity for conflicts of interest.

At TL Private Wealth we understand sophisticated investing. Yet our investing mission remains very basic: to understand our clients’ objectives and to build a strategy that is unbiased, customized, and appropriate.