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TIMOTHY FINANCIAL COUNSEL FORM CRS RELATIONSHIP SUMMARY APRIL 2024 INTRODUCTION Timothy Financial Counsel, Inc. (TIMOTHY) is registered with the Securities and Exchange Commission (SEC). Brokerage
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Principal asset management is the process of overseeing and managing an individual's or organization's assets in a way that maximizes returns and minimizes risks.
Individuals or organizations who are responsible for managing assets on behalf of others are required to file principal asset management.
Principal asset management forms typically require information such as the description of assets, their value, any changes in ownership, and investment strategies.
The purpose of principal asset management is to effectively manage assets to achieve financial goals and objectives.
Information such as the description of assets, their value, any changes in ownership, and investment strategies must be reported on principal asset management forms.
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