Innovative Strategies to Achieve Your Financial Goals
Institutional Investment Management
At Troop Capital Management, our institutional investment management portfolios are custom tailored to your objectives.
We partner with the following institutional clients:
- Municipalities
- Endowments
- Foundations
- Pensions
An investment solution with Troop Capital Management allows you to access our proprietary investment process which strives to optimize your portfolio through different economic cycles.
We strive to keep the average cost of your holdings as low as possible by seeking cost effective investment vehicles. This aims to ensure that your total return is maximized.
Furthermore, our vast knowledge of market structure ensures exposure across multiple asset classes to mitigate slippage as we make tactical moves across portfolios.
Whether it is building out a custom SMA, hedging an exposure, monetizing market volatility or building out a diversified portfolio, we would welcome the opportunity to partner with your investment team.
Discover the TCM difference today.
Holistic Wealth Management
Troop Capital takes a true holistic approach to wealth management.
Creating wealth in life means so much more than dollars and cents.
Our Trinity Process (body, soul & mind) to wealth management begins with setting our intention across these areas of life.
We then weave this intention into the financial plans that we create for clients.
A comprehensive TCM financial plan will include:
- Retirement planning
- Balance sheet optimization
- Trust and estate planning
- Philanthropy
- Insurance
- Tax management
- Saving for higher education
After the plan is constructed, we then select an investment strategy designed to give our clients a better probability of long-term success.
Our advisors will then check-in on a quarterly basis to provide in-depth analysis on where we are tracking versus our goals.
We will also continue to monitor our Trinity intentions to ensure that we are tracking across all facets of life towards prosperity and abundance.
Corporate Cash Management & Business Advisory
Corporate cash management is an often overlooked topic by advisors.
However, at Troop Capital Management, we view this area as a core focus.
TCM will work in partnership with your CFO or treasury management team to optimize yield on idle corporate cash.
This is achieved by investing excess cash into conservative instruments such as US treasuries, commercial paper and short-term investment grade bonds.
Our goal is to seek an additional yield over money market funds for our clients.
TCM’s priority across corporate cash portfolios is to closely monitor interest rate risk, maximize liquidity and to minimize mark-to-market volatility.
Furthermore, Troop Capital Management provides a wide array of business advisory services such as:
- 401k plans
- Stock plan administration
- Sourcing capital
- Preparing to sell your business
- Introductions to banking partners
Find out how a TCM advisor can help optimize your corporate balance sheet today.
Financial and Retirement Planning
At Troop Capital, our personalized financial plans will help you pursue your short- and long-term financial objectives.
A comprehensive TCM financial plan will include:
- Retirement planning
- Balance sheet optimization
- Trust and estate planning
- Philanthropy
- Insurance
- Tax management
- Saving for higher education
Our financial plans will allow you to:
- Make better informed financial decisions
- Retain wealth by minimizing taxes
- Avoid risk
- Invest appropriately to achieve your goals
- Track your progress
We strive to ensure that you retire with less stress and more financial freedom.
Strategic Tax Planning*
At Troop Capital, our investment strategies are designed to help you keep more of what is yours.
Taxes touch every aspect of our financial lives.
TCM has an extensive network of CPAs and attorneys to help ensure that your finances are optimized to be as tax efficient as possible.
Our tax strategies include:
- Short and long term tax planning
- Tax loss harvesting
- Tax bracket optimization
- Charitable giving
- Estate planning
- Roth Conversions
- Asset location
- Strategic withdrawals
Our comprehensive approach helps ensure important aspects of your life are working together so that you can make the most of your wealth.
Trust and Estate Planning*
At Troop Capital Management, our advisors will help to ensure that your legacy helps the people, places and purposes that mean the most to you.
Our primary objective is to the support you with the following estate planning goals:
- Protecting assets
- Family governance
- Avoiding probate
- Saving taxes
- Maintain privacy (if needed)
- Maximize your wealth transfer
We partner with select trust and estate specialists who will work with you to create the most optimized legal structure to protect your assets.
This can then provide long-term financial security to your loved ones and preserve your financial legacy for generations to come
Insurance
At Troop Capital Management, we view insurance as a dynamic asset.
TCM’s insurance strategies can help to solve estate issues, provide for risk management, assist in minimizing taxable events or as a wealth transfer tool for succession planning.
Our experienced team and external partners will consult with you to help ensure appropriate coverage is in place.
Contact TCM today and find out how our insurance strategies can help achieve financial goals you have for your family or business.
Option Overlays
Options overlay strategies involve selling options (PUTs or CALLs) as a way to potentially generate additional cash flow within an investment portfolio. These strategies are commonly used to manage risk, enhance portfolio flexibility, and generate premium income under certain market conditions.
Two frequently utilized approaches include covered CALLs and cash-secured PUTs.
With a covered CALL strategy, an investor owns shares of a stock and simultaneously sells CALL options on those shares. The premium received from selling the options provides additional cash flow; however, if the stock price rises above the strike price, the investor may be required to sell the shares, potentially limiting future gains.
Another commonly used approach is the cash-secured PUT strategy, in which an investor sells PUT options on a stock they are willing to purchase. In exchange for the premium received, the investor agrees to buy the stock at the strike price if the option is exercised.
This information is for educational purposes only and does not constitute investment advice or a recommendation to engage in any specific options strategy. Investors should consult with a financial professional to determine whether these strategies align with their objectives and risk tolerance. All investments involve risk and a potential loss of principal.
Execution Services
Troop Capital Management, in partnership with MS Howells, provides our clients with institutional execution solutions across most asset classes:
- Fixed income execution
- Equity execution
- Option execution
- OTC derivatives
- FX
- 10b 5-1 plans
- Prepaid variable forwards
- Hedging strategies
- Monetization strategies
- Structured Notes
For more information on any of these topics, please fill out the form below and a Troop Capital representative will be in touch with you.
* Troop Capital Management does not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
