Tfo Family Office Partners

TFO Family Office Partners is a registered investment adviser based in Phoenix, AZ, established in October 2011. The firm manages investment portfolios for various clients, including individuals, retirement plans, trusts, and charitable organizations. TFO offers a range of services, such as investment management, family office services, retirement plan services, and consulting services. The firm primarily creates portfolios using mutual funds, ETFs, and managed accounts of individual equities/bonds. Clients have the option to impose restrictions on TFO's discretionary authority over their portfolios. TFO may allocate a portion of a portfolio to an independent third-party investment advisor when appropriate. The firm provides additional wealth management services, including financial planning, tax planning, and insurance analysis. TFO's fee structure is negotiable and typically charged as a percentage of assets under management, with fees ranging up to 1.25%. The firm may also charge fixed fees for certain services. TFO does not charge performance-based fees and does not vote proxies on behalf of clients. Clients have the responsibility for receiving and voting proxies for their securities. TFO does not have any financial commitments that impair its ability to meet its obligations to clients.