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TSA Portfolio Management Inc.

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TSA Portfolio Management Inc.

Overview:

TSA Portfolio Management Inc. is a full-service investment advisory firm specializing in custom-tailored, mutual-fund portfolios. Personal attention is our hallmark.

Our experienced investment experts work closely with you to understand your objectives, develop an investment profile and implement a diversified long-range plan.

TSA Portfolio Management Inc. reflects nearly two decades of successful asset management. TSA operates on a fee-only basis. You can be sure that investment decisions are based on one primary goal - meeting your financial objectives.

Diversification for Risk Management
Historically, securities selection accounts for only a small part of a portfolio's overall return. A meaningfully diversified portfolio consisting of a blend of asset classes, including U.S. stocks (large-cap, mid-cap, and small-cap), international stocks, bonds and cash equivalents can best build a portfolio with consistent results.

Mutual Fund Strategy
TSA does not believe in a one-size-fits-all approach or that any single investment is best for any investor. Our core investment recommendations are based on a diversified mix of mutual funds. We concentrate on mutual funds because they offer an efficient and economical way to diversify.

Investment Selection
There are thousands of mutual funds. The mutual funds managers of direct the fund's assets investment in various securities. In selecting mutual funds for our clients' portfolios, we seek to hire managers with a proven track record for low turnover, low expenses and adherence to the mutual fund's objectives.

We look for hidden gems, mutual funds that meet our strict criteria, but largely are unknown to the public.

Faithful to our long-term outlook, we do not chase trends or acquire the 'hot' fund of the day.

We stay with a mutual fund manager until it is clear that the fund no longer meets our expectations. Only then we will replace it with a fund that we believe would achieve the results we desire for our clients.

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