A complete list of active advisors currently associated with Transglobal Advisory, LLC

Warmer can help you find a great advisor at Transglobal Advisory, LLC or one who fits your needs even better.

TransGlobal Advisory LLC provides portfolio and investment management primarily to pooled vehicles and institutional-type clients, and also offers pension consulting, family office services, financial planning, and cash-management programs. The firm reports about $58.34 million in discretionary assets under management (December 2025) and serves a mix of pooled investment vehicles, pension and profit‑sharing plans, charitable organizations, corporations, high‑net‑worth and non‑HNW individuals. The firm implements client-specific Investment Policy Statements and offers both discretionary and non‑discretionary programs, using cyclical, fundamental and quantitative analysis to construct portfolios. Its product slate includes diversified strategies (TPS Momentum and TPS Buy & Hold), tactical sector rotation, options-based strategies (TPS Structured Alpha 2x that sells SPX options with 2x leverage) and a performance‑fee Trinity Growth strategy (performance fees subject to a 6% or 12% hurdle and a $1,000,000 minimum), and it also manages held‑away accounts using an order management system. Noteworthy for an investment-manager, TransGlobal sponsors a wrap‑fee program and acts as manager of a private vehicle (TG Private Lending Fund), while disclosing multiple affiliations across a broker‑dealer, insurance agency, real‑estate lending/ brokerage activities and related business services and accounting relationships—each of which the brochure identifies as potential sources of conflicts of interest. The firm’s multi‑office footprint and the breadth of client types served (including pension plans, charitable organizations, corporations and both HNW and individual clients) are also atypical for firms in this category.

To learn more about the advisors currently working at Transglobal Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.