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Investment Services

Independence is the hallmark of our investment approach. By avoiding the potential conflicts that arise from sponsoring proprietary investment products, we feel we bring to our clients the opportunity to gain access to the investments best suited to achieving their goals.

Three Ways to Invest with Halliday Financial Group

Fee-Based Model: TSA Portfolio Management is the investment advisory arm of Halliday Financial Group. Creating a TSA portfolio gives clients access to thousands of investments while being charged a flat fee on assets under management. This approach provides expansive flexibility and increased ongoing management of your portfolio.

Investment Company Direct: HRC Investment Services is the broker-dealer arm of Halliday Financial Group. Establishing an account through HRC Investment Services’ investment company direct program gives our clients access to well-known and long-established mutual fund families that can provide cost-effective and well-diversified portfolios for use in retirement accounts and other types of accounts.

Classic Brokerage Account:  Through our partnership with Pershing, one of the nation's largest brokerage platforms, our clients gain access to a full-service, flexible investment environment complete with banking and lending capabilities.  These accounts can hold investments such as mutual funds and variable annuities as well as stocks, bonds and other types of investments.

Speak to an HFG Financial Advisor to determine which investment approach suits you best.
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The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.