TSG Alpha
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About this app
The TSG Alpha Mobile App allows you to log in and view your account information, portfolio holdings, balances, and commentary.
TSG Alpha Partners ('TSG') is an Independent Wealth Management & Investment Advisory Firm. Our firm offers personalized financial planning and investment management for individuals, professionals, small businesses & institutions and maintains exceptional expertise in the world of alternative investments.
Our process is straightforward: create and manage a portfolio of diversified assets to enhance total return on investment. We do this by combining your investment objectives (based on variables including your risk tolerance, income level with corresponding tax bracket, and age) with capital appreciation, income, and capital preservation - with TSG's strategy of inclusion of alternative assets. We leverage several traditional investment vehicles such as stocks, bonds, exchange-traded funds and notes, mutual funds, annuities, insurance products, and treasuries, with newer alternatives including real estate, private equity, venture capital, art, collectibles, physical assets, and other options.
TSG Alpha Partners ('TSG') is an Independent Wealth Management & Investment Advisory Firm. Our firm offers personalized financial planning and investment management for individuals, professionals, small businesses & institutions and maintains exceptional expertise in the world of alternative investments.
Our process is straightforward: create and manage a portfolio of diversified assets to enhance total return on investment. We do this by combining your investment objectives (based on variables including your risk tolerance, income level with corresponding tax bracket, and age) with capital appreciation, income, and capital preservation - with TSG's strategy of inclusion of alternative assets. We leverage several traditional investment vehicles such as stocks, bonds, exchange-traded funds and notes, mutual funds, annuities, insurance products, and treasuries, with newer alternatives including real estate, private equity, venture capital, art, collectibles, physical assets, and other options.
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What's new
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
