Tsp Capital Management Group, LLC

TSP Capital Management Group, LLC, established in 2004, is a registered investment adviser offering services to various clients, including individuals, pension plans, and charitable organizations. The firm, led by President Thomas Paluck, manages over $382 million on a discretionary basis. TSP tailors portfolios based on client objectives and restrictions, without providing financial planning services. Fees are based on a tiered structure, with annual fees ranging from 0.25% to 1% based on assets under management. Clients are responsible for operating expenses and may incur additional fees from investments like mutual funds. TSP does not charge performance-based fees and requires a minimum investment of $500,000, which may be waived at the firm's discretion. The firm conducts fundamental and technical analysis, tailoring strategies to individual client needs. TSP has faced disciplinary action related to late distribution of financial statements for a private fund. The firm exercises investment discretion, primarily using Fidelity for brokerage services. TSP does not compensate for client referrals and does not vote on client securities. Clients are encouraged to review custodial statements and have the option to participate in class action lawsuits. TSP maintains a strong financial standing without any bankruptcy history.