Our firm recognizes that our clients' needs are best served by a teamwork approach, so we partner with other professionals whose deep knowledge spans across a great range of specialties. These partners bring expertise and ideas that complement the services TMD offers its clients:
The decision to hire a professional financial advisory team should take into account the quality and professionalism of the custodial firm that works beside them. As our primary custodial relationship for holding client assets, TD Ameritrade's culture and extensive resources enable us to serve our clients effectively with their best interests as our top priority. Today, TD Ameritrade provides investing and trading services for nearly seven million client accounts that total more than $750 billion in assets, and custodial services for more than 5,700 independent registered investment advisors. They are large enough to support a full wealth management platform but we work closely with an individual representative, allowing us to meet our stringent commitments for our clients.
Targeted Alternatives Group and its founder, Kurt Lefteroff, provide expertise in the selection and management of alternative asset options for TMD's clients. Kurt has over 25 years' experience in real estate acquisition and management, private equity, and private financing/debt under his prior ventures of Pacific Ridge Properties and Secured Private Capital. TAG and Kurt have an extensive network of contacts in the Arizona marketplace to help identify, evaluate, partner with, and manage potential investment opportunities. TAG focuses on risk management first and foremost. Return of capital is more important than return on capital. Kurt also provides real estate advisory services to a number of TMD's clients. Whether you are looking to invest in a building, want to negotiate financing on your building, or need help with lease/tenant issues, TAG serves as an excellent source for our clients.
Strunk Insurance Group has been providing employee benefits services for more than 30 years and represents over 200 companies across the country. SIG is a full-service insurance agency providing a complete range of health insurance and employee benefit resources and services for TMD's clients. They offer a unique blend of individual, group and voluntary insurance products for the small business market.