New Partner Q&A: TCG Group Holdings
TASBO SITS DOWN WITH CHRIS JAMAIL, CHIEF INVESTMENT OFFICER | TCG GROUP HOLDINGS
Chief Investment Officer Chris Jamail
TCG Group Holdings (TCG) is our
newest TASBO Strategic Partner – the
eighth member of our sponsorship
program. Our Strategic Partners create strong, professional relationships
with Texas school business officials
and, as thought leaders, share their
intellectual wealth. TASBO members
gain timely and relevant knowledge of
key products, programs and services
that can make Texas’ public schools
more efficient and affordable.
We welcome TCG to TASBO and
touched base with Chris Jamail from
TCG to share more about their organization and their initiatives for Texas
schools:
Tell us about your company and the
services you deliver to schools.
The TCG Group Holdings organization was founded in 1999 by Mike
Cochran and John Pesce. At the
time, with over 60 years of combined
experience in pension administration
and investment planning, Mike and
John wanted to offer a new approach
to school districts and educators
looking for investment and retirement
services tailored toward their unique
needs. This included a fee-based investment approach, as opposed to the
traditional commission-based model.
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These services include institutional
investment advice to a district where
we help to invest part of their fund
balance and other accounts; administration of their 403b, 457b and FICA
Alternative Plans; and just as important, provide individual retirement
plan and asset management.
To date, we have over $1.2 billion in
assets under management and service
for over 350,000 participants. This
includes 401(k), 457(b), 401(a), FICA
Alternative Plans, and individual private wealth clients.
Why do you want to get more involved with TASBO and its members?
For over 15 years we have worked
closely with business managers, benefit coordinators, CFOs, and other individuals involved in school systems.
TASBO is a great organization that
provides school business officials an
opportunity to learn from each other,
as well as interact with the business
community. Together we can identify
ways we can work to benefit school
children through improved operations
and services. When we mentioned
to clients the strategic partnership
opportunity we have with TASBO,
they were extremely impressed and
supportive. We look forward to growing the relationship with TASBO and
its members to show how we can be
of service to their district.
When we mentioned
to clients the strategic
partnership opportunity
we have with TASBO, they
were extremely impressed
and supportive.
When you’re at TASBO events, who
should TASBO members look for
from TCG? Tell us about your team
here in Texas.
TCG has a dedicated staff of individuals for each of our service areas.
While partners John Pesce, Mark
Woolery, and myself will be at many
events, TASBO members can expect
to see a specialists for each of our
services. These individuals have years
of experience working with schools,
and in some cases, are former school
employees themselves; giving them
the perspective necessary to ensure
that our services truly are designed to
benefit school districts.
TASBO REPORT | AUGUST 2016