
TCI Blog
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USA Today features TCI Foundation’s 3rd Decade Program
TCI Foundation was featured in USA Today for the success of the Foundation and graduating the 40 young professionals who have completed the 3rd Decade program. The 3rd Decade is a financial education training for young individuals beginning their career. The graduates completed a one-year program ...
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TCI receives CEFEX certification
TCI has received the Centre for Fiduciary Excellence (CEFEX) Investment Advisor Certification. CEFEX is an independent organization that provides a rigorous systematic assessment to ensure a firm can demonstrate adherence to the industry’s best practices, and is positioned to earn the public&#...
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Forbes Magazine – TCI Ranked Among Fastest Growing RIA Firms Over Ten Years
TCI was ranked #50 by Forbes magazine among 100 Fastest Growing RIA Firms over ten years, and the only one included in Arizona. To be considered for the ranking, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients as a...
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TCI Founder Bob Swift recognized as the 2016 Pro Bono Planner of the Year
Financial Planning and Foundation for Financial Planning Pro Bono Awards, a non-profit devoted to connecting the financial planning community with people in need, awarded Bob Swift of TCI Wealth Advisors, Inc. as their 6th Annual Pro Bono Planner of the Year for his vision and devotion to the TCI Fo...
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TCI Named Top RIA Firm by Financial Times
For the third consecutive year, TCI Wealth Advisors, Inc. has been named among the Top 300 Registered Investment Adviser (RIA) firms. The list recognizes top independent RIA firms from across the United States. The Financial Times considered over 1,500 Registered Investment Advisor firms with more t...
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Santa Fe New Mexican – Doug Nelson Joins School for Advanced Research Board
Press Release provided by School for Advanced Research The School for Advanced Research Board of Directors welcomes two new members The School for Advanced Research Board of Directors has welcomed two new members. Douglas L. Nelson of TCI Wealth Advisors and Julie S. Rivers of Gerber & Bateman...