TRG Capital Management

Investing

Why pick this one

TRG Capital Management has been delivering customized investment strategies since 2008 and operates as a Registered Investment Advisor.

Best for

  • customized investment strategies
  • long-term wealth accumulation

Look elsewhere if

  • seeking low-cost investment options
  • need for rapid investment turnaround

Specialties

  • Dynamic Personal Payout Account
  • Dynamic Wealth Accumulation Account

Certifications

  • Registered Investment Advisor
  • Certified Public Accountant

What makes them different

  • Registered Investment Advisor with a fiduciary obligation
  • Focus on customizable strategies for long-term income and capital appreciation
  • Recommended custodian is Charles Schwab
  • Offers both discretionary and non-discretionary portfolio management
  • Investment philosophy emphasizes sustainable cash flow and risk control
Years in business
15
Serves
Raleigh, Johnson City, North Carolina, New York, Pennsylvania, Florida, South Carolina, Texas

Distilled from this business's own website.

Contact & Location

Address
8321 Six Forks Rd, Raleigh, NC 27615-2107
Phone
+19192394163
Website
http://www.trgcap.com/
Email
information@trgcap.com

Services

  • investment advisory
  • portfolio management

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