Tailored Investment Strategies
We specialize in investment strategies for retirement-minded individuals
Income Growth Advisors, LLC is in the wealth management business — that is planning, building, and maintaining assets on behalf of our clients with a high degree of personal attention. We create a financial plan for each client based on their investment objective and risk tolerances.
Our clients include institutional investors, family offices, and high net worth individuals.
We construct and manage investment portfolios to meet a clients’ objectives. Our client portfolios emphasize stocks, master limited partnerships, mutual funds, ETFs, inverse ETFs, bonds, and derivatives. In the current environment, our stock selection emphasizes commodities, energy, precious metals, agriculture, and inflation beneficiaries.
Tyson Halsey, CFA
Portfolio Manager & Founder
Halsey has nearly 40 years of Wall Street experience. Halsey brings a range of experience and accomplishments which distinguish him from other money managers. Halsey is a proven risk-taker and entrepreneur who has run hedge funds, registered investment advisories, and worked on the floor of the New York Futures Exchange. Halsey won the USA Today CNBC National Investment Challenge and appeared in the Wall Street Journal, Barron’s, and on CNBC. Halsey was conferred the CFA designation and is one of 37 CFA charter holders in South Carolina.
Charles joined Income Growth Advisors, LLC in 2013 after honing his quantitative analysis and equity research skills at Cavoleph Partners, a New York based long/short equity fund, and Royal Bank of Scotland, a leading U.K. based investment bank. Charles is an outstanding quantitative strategy developer and equity analyst. Charles is a principle at Edgewater Management.
Our Service Commitment
Knowing our customer and their objectives is key to our client relationships. We engage with new prospects to determine their investment objectives, risk tolerances, and special needs. We develop a tailored strategy and write an investment policy statement that is incorporated in our Investment Advisory Contract.
We design and manage your accounts to fulfill your objectives. We periodically review your portfolio and confer with you on your investment goals.
IGA does not utilize standard portfolio models and “set and forget’’ the client as often happens with larger institutions. Individualized attention is especially important when market conditions change.
Account Types and Custody
Keep your assets where they are!
Income Growth Advisors, LLC can manage your account without having to move your account from your current custodian. Through Pontera (formerly FeeX), Income Growth Advisors, LLC can manage your assets at any of these at any of these leading financial institutions.
If you have an investment account, SEP, 401k, 403b, 529, Inherited IRA, Roth IRA, or traditional IRA, or college savings account at any of the institutions listed above, we can manage your investments without your moving your account.
We also manage discretionary accounts and non-discretionary accounts through Interactive Brokers LLC. Those accounts can be individual accounts, retirement accounts, or college savings accounts including IRA Rollovers, SEPs, 401Ks, 529s, Inherited IRAs, Roth IRAs, and traditional IRAs. In every situation, we discuss with you what your investment objectives are and craft a program to meet your goals and objectives.
Interactive Brokers is an American multinational brokerage firm that offers low cost commissions and margin rates. It operates the largest electronic trading platform in the U.S.