Affiliate Disclaimer
TSG Alpha Partners (“TSGA”) | TSG Insurance Services (“TSGIS”)
TSG Alpha Partners LLC ("TSGA") is a wholly-owned subsidiary of TSG Invest and a state-registered investment adviser headquartered in New York. Insurance and annuity products are offered through TSG Insurance Services LLC ("TSGIS"), a licensed insurance agency and wholly owned subsidiary of TSG Invest.
TSGA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. This summary should not be construed by any consumer and/or prospective client as TSGA's rendering of personalized investment advice. Any subsequent, direct communication by TSGA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. TSGA offers a broad range of investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your TSG Alpha Partners financial advisor. For information pertaining to the registration status of TSGA, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of TSGA's current written disclosure brochure discussing TSGA's business operations, services, and fees is available upon written request.
Any material on this website mentioning TSGA is for general information purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any investment product or recommend any investment strategy. TSGA, its officers, directors, employees or clients may have positions in securities or investments mentioned across these publications, which positions may change at any time, without notice. While the information and statistical data contained herein are based on sources believed to be reliable, we do not represent that it is accurate and should not be relied on as such or be the basis for an investment decision. The information contained herein may include preliminary information and/or "forward-looking statements." Due to numerous factors, actual events may differ substantially from those presented. TSGA assumes no duty to update any forward-looking statements or opinions in this document. Any opinions expressed herein are current only as of the time made and are subject to change without notice. Past performance is no guarantee of future results. Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets. TSGA, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult with your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy, nor does this material take into account a client's specific investment objectives, financial situations, or needs.
TSGA utilizes Charles Schwab as its custodian. Please click here for more information about Schwab's custodial services and click here to visit Schwab's website. Additional information about TSGA and its Advisors is also available on the SEC's website at www.adviserinfo.sec.gov.
CFPTM and Certified Financial PlannerTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Learn more about TSG Alpha Partners firm’s background on the SEC’s Advisor Report | Form ADV2A | Privacy Policy