The TCI Story

TCI was founded in 1990 with the goal of providing simple, truthful, trusted financial planning and investment advice. The timeline and facts highlight our history, but cannot communicate the joy of service we experience, walking with our clients and their families through their financial lives.

1990

FOUNDED JAN 23, 1990

TCI Wealth Advisors, Inc (then known as The Conservative Investor) was founded by Bob Swift and operated out of the back of his house with a focus on providing educational classes.

1992

The Inception of TCI.

1993

3 employees

3 employees

Moved into first office in Tucson

FOUNDED JAN 23, 1990

TCI Wealth Advisors, Inc (then known as The Conservative Investor) was founded by Bob Swift and operated out of the back of his house with a focus on providing educational classes.

1992

The Inception of TCI.

1993

3 employees

3 employees

Moved into first office in Tucson

2000

2002

Expand to bigger office in Tucson

2002

5 employees

2002

Commitment to firm-wide investment philosophy to academically researched portfolios

2004

Over 500 relationships served

2004

Commitment to being an independant 100-year firm

2004

Decision to become a partnership and sell shares.

2007

10 employees

2007

Merged with AQN Advisors headquartered in Reno founded by Doug Nelson, CPA, PFS.

2008

Scottsdale office opens

2009

Moved to current headquarters in Tucson

2002

Expand to bigger office in Tucson

2002

5 employees

2002

Commitment to firm-wide investment philosophy to academically researched portfolios

2004

Over 500 relationships served

2004

Commitment to being an independant 100-year firm

2004

Decision to become a partnership and sell shares.

2007

10 employees

2007

Merged with AQN Advisors headquartered in Reno founded by Doug Nelson, CPA, PFS.

2008

Scottsdale office opens

2009

Moved to current headquarters in Tucson

2010

2010

Over 1000 relationships served

2010

Santa Fe office opens

2011

Denver office opens

2012

ASPIRE by TCI created to provide sound financial education and advice to young professionals who are committed to saving and long-term financial success by waiving the minimum asset requirements generally required in the industry

2014

Tucson and Reno expand offices

2014

Santa Monica office opens

2015

45 employees

2015

TCI Foundation established as a non-profit corporation dedicated to personal finance education.

2016

Moss Booth Wealth Advisors joins TCI

2010

Over 1000 relationships served

2010

Santa Fe office opens

2011

Denver office opens

2012

ASPIRE by TCI created to provide sound financial education and advice to young professionals who are committed to saving and long-term financial success by waiving the minimum asset requirements generally required in the industry

2014

Tucson and Reno expand offices

2014

Santa Monica office opens

2015

45 employees

2015

TCI Foundation established as a non-profit corporation dedicated to personal finance education.

2016

Moss Booth Wealth Advisors joins TCI

Spend 20 minutes with us.

Every client journey begins with a conversation. To discover whether TCI is a good fit for your financial planning needs, call us to schedule a quick, completely free, low-risk call with an advisor. It’s that easy, seriously!

(877) 733-1859

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