Trg Capital Management, Inc.
Why pick this one
TRG Capital Management specializes in customizable investment strategies and has over 30 years of experience in risk management.
Best for
- retirement income planning
- risk management strategies
- customized investment solutions
Look elsewhere if
- simple investment needs without custom strategies
- very small accounts requiring minimal management
Specialties
- Dynamic Personal Payout Account
- Dynamic Wealth Accumulation Account
Certifications
- Registered Investment Advisor
- Certified Public Accountant
What makes them different
- They maintain a fiduciary standard, always putting clients' best interests first.
- They provide customized investment portfolios tailored to individual financial goals.
- Their Dynamic Personal Payout Account offers a flexible income solution without the drawbacks of traditional annuities.
- They have over 30 years of experience in risk management.
- Clients have real-time access to their portfolios through Charles Schwab.
- Years in business
- 15
- Serves
- Raleigh, Johnson City
Distilled from this business's own website.
Contact & Location
- Address
- 8321 Six Forks Rd Ste 103, Raleigh, NC 27615
- Phone
- 9192394163
- Website
- http://www.trgcap.com/
- information@trgcap.com
Services
- investment advisory
- portfolio management