Through personalized communications, we provide peace of mind

Investor Services

Each of our investment advisors believes that providing you with peace of mind begins with identifying your needs and risk tolerances. At the outset, we help you determine your long-term investment goals and use this information to estimate the rate of return that your overall portfolio must earn. We next establish an appropriate mix of stocks and bonds likely to produce the desired return with the least amount of risk. Only then do we begin to construct your investment portfolio.

Once a relationship is up and running, we continue to build your peace of mind by diligently keeping you well informed about how your portfolio is performing, and the reasons underlying our investment decisions. Each client works directly with a senior portfolio manager, not with a junior client service intermediary as is the case with most larger firms. Communication is provided through:

Quarterly Communications

Investment Portfolio Valuations
Detailed Custom Portfolio Review Letter
Performance Review
Outlook Memorandum
Capital Gains & Losses Reporting For Tax Purposes

Interim Communications

E-mails On Market Developments
Telephone Discussions
Periodic Meetings

Third-Party Communication

We also interface with our clients’ accountants and attorneys to form an integrated service team

TBP Advisors, Ltd. is based in Westchester County, NY, serving clients nationally, in New York City, and in the surrounding towns of Armonk, Bedford, Bronxville, Chappaqua, Harrison, Purchase, Rye, Scarsdale, and White Plains, NY and Darien, Fairfield, Greenwich, New Canaan, Ridgefield, Stamford, Weston, and Westport, CT.

Call us about growth investing with peace of mind.

Investor Services

Quarterly Communications

Interim Communications

Third-Party Communication