Your needs are unique and you deserve the full benefits of a customized portfolio strategy. We formulate your strategy through our proprietary TriVant Elevated Asset Management (T.E.A.M.) Process where we ensure that we fully understand your investment objectives and risk profile. This mutual understanding is necessary so that we can construct an efficient portfolio. An efficient portfolio provides you the greatest investment return in consideration of your risk profile.

A Custom Investment Policy Statement (CIPS) is written to serve as the cornerstone of your portfolio strategy. Our research is proprietary, unbiased, and solely geared towards meeting your specific objectives. We adhere to a Top-Down Global Style Rotation approach. Portfolio progress is monitored and communicated. It is our mandate to educate our clients regarding portfolio management objectives and status. We want you to know what we are doing and why we are doing it.

Cost efficiency is paramount to long-term portfolio success. Transaction costs are minimized through low portfolio turnover. We implement tax minimization strategies. Our management fees are very competitive.