TLG Advisors, INC.

TLG Advisors, Inc. is an SEC‑registered investment adviser that manages roughly $2.0 billion in discretionary client assets and provides services to individuals, retirement plans, trusts, estates, charitable organizations, businesses and institutional investors. Its brochure describes core offerings including investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services for retirement plans, and a direct‑to‑consumer program called Starlight Portfolios.

The firm delivers advice through independent investment advisor representatives, sub‑advisors, program sponsors and platform affiliates, using manager selection, ongoing monitoring, and asset allocation-based portfolio construction. Its stated research approach emphasizes fundamental analysis and Modern Portfolio Theory, with Starlight Portfolios using risk questionnaires to place clients into passive, active or blended fund portfolios that are reviewed and adjusted on a quarterly basis.

TLG’s brochure also highlights corporate affiliations and client types that are less common among large enterprises: it operates under common ownership with a broker‑dealer and other SEC‑registered affiliates, discloses relationships that can involve referrals or solicitor fees, and notes that certain advisors may be related to law firms or other financial firms. The firm’s mix of institutional and nontraditional client relationships — and its combination of an AdvisorEngine‑based Starlight web platform with traditional sub‑advisor and ERISA services — is a distinguishing operational profile compared with many peers.