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Women Investors

We don’t believe in the “one size fits most” style of investment management. Your investment plan should reflect your unique goals and priorities, so we take the time to listen and understand what matters to you.  

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Nuclear Power Professionals

Nuclear power is an industry that is special and unique, as are its professionals. With nearly 60 years of combined nuclear power experience, the professionals at T/R are here to help you.

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Wealth Management

Professional wealth and investment management begins with a focus on risk control and mitigation.

Past performance is no guarantee of future results. This material is provided for informational purposes and is not intended to provide specific investment advice. Rather, it is intended to be educational and supplemental to an ongoing Investment Advisory relationship. It contains our current opinions and those are subject to change. 

Information and graphs are derived from sources deemed to be reliable, but are not guaranteed. Investing involves risk, including but not limited to loss of principal. This is not a solicitation to buy or sell any security, strategy or product. And, the principals, associates and/or employees of T/R Financial Management Group, LLC may have positions in any or all of the securities mentioned.

TR Financial Management Group, LLC, is a registered investment adviser in the State of CA, DC, GA, MD, MI, MN, OR, TX, VA, WA, WI. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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