Tlc Group Investment Advisors, LLC

TLC Group Investment Advisors, LLC is a registered investment adviser based in State College, Pennsylvania. Established by Mary Magdalene Chuhinka Kurtz and John Eric Arrington, the firm manages over $98 million on a discretionary basis across 333 accounts and $48 million on a nondiscretionary basis across 15 accounts. The firm caters to various clients, including individuals, pension plans, trusts, and corporations, offering investment management services based on a fee structure tied to assets under management. Clients have the freedom to impose restrictions on their accounts and retain discretion over implementing the firm's recommendations. TLC Group primarily allocates investments among Independent Managers, mutual funds, exchange-traded funds, and various securities based on client objectives. The firm conducts fundamental, technical, and third-party manager analysis to guide investment decisions. Clients are advised of the risks associated with different investment strategies, including market risk, strategy risk, and interest rate risk. TLC Group operates as a fiduciary for retirement accounts, ensuring recommendations are in the client's best interest. The firm charges fees ranging from 0.50% to 2.00% based on assets under management, with additional charges for brokerage commissions and transaction fees. Clients receive regular account reviews and statements from custodians. TLC Group does not vote on proxy statements for clients and does not accept custody of client funds beyond withdrawing fees.