TMG Investment Advisory Company

As The Monitor Group Inc. grew over the years, we found it increasingly difficult to offer the same level of service for clients with over $1 million in assets and those with much less. Even so, our smaller clients need and deserve top-notch investment management. For the most part, these clients do not have complex financial pictures. They are in the accumulation phase as adult children of our older clients, or in the drawdown phase as retirees needing a monthly check from their investments.

In response to this need we created TMG Investment Advisory Company (“TMGIAC”). TMGIAC is managed and operated by The Monitor Group, Inc. TMGIAC’s minimum investment portfolio is $50,000 for immediate family of existing clients, or $300,000 for new clients.

TMGIAC uses the same investment philosophy as the larger firm. It engages the same investment management firm, The Monitor Group, LLC. using the same portfolio rebalancing, investment analysis, new fund screening and technology. TMGIAC is regulated by the U.S. Securities and Exchange Commission in the exact same fashion as The Monitor Group Inc. and The Monitor Group LLC.

There are no planning services included in the TMG IAC fee. Planning advice is available on an hourly basis. Here is the fee schedule:

Hourly Consulting (provided under separate contract with The Monitor Group, Inc.)

First $100,000-$999,000 ..............................................................1.00%

Corporate Officer..............................................................$400 per hour

Senior Planner/ Director.....................................................$250 per hour

Planner...........................................................................$200 per hour

Planning Associate............................................................$150 per hour

Planning Assistant.............................................................$125 per hour

Administrative..................................................................$100 per hour

For those clients in the accumulation phase, an automatic transfer to The Monitor Group, Inc. occurs when their assets under management exceed $1,000,000. At that time, wealth management services are included in the fee.

For more information or to schedule an appointment to learn more, please call Aimee Gober at 703-288-0500 or toll-free 888-968-3006.