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Investment Advisory Services

Investment Advisory Services

TFG* works with some of the industry’s most well-known third-party money managers. The management strategies employed by these 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. No investment strategy can guarantee a profit or protect against loss in declining markets.

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.

The TransOne Solution

The Transamerica Wealth Management Strategies (Transamerica One) 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 Transamerica One 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 Transamerica One 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.

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Why TFG?

Transamerica Financial Group Division

Transamerica Financial Advisors, Inc. and its Transamerica Financial Group Division (TFG), brings investment and professional money management services previously reserved for the very wealthy to middle-income families. Unlike many financial services firms, TFG’s representatives and third-party money managers accept accounts with less than a six-figure investment, allowing Registered Representatives* and Investment Advisor Representatives* to offer these important products and services to middle income families.

TFG works with a team of some of the most well-known product providers and third-party money managers in the industry, giving its representatives the ability to choose appropriate products and services for their clients’ financial circumstances. With the vast options these representatives have at their disposal, clients can be confident that they will be armed with the knowledge, products, and services that can help them weather economic change.

Transamerica Financial Advisors

  • Transamerica Financial Advisors, Inc., is a full-service, independent Broker/Dealer and Registered Investment Advisory firm that has served its clients for more than two decades.
  • Transamerica Financial Advisors regularly reviews and updates product offerings and technology to better serve its clients and representatives.
  • Transamerica Financial Advisors focuses on accumulating, investing and managing wealth through a range of financial products and services. The company’s vision is to enhance the present and future economic well-being of its clients and representatives.

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

Financial advisors and financial planners