Achieving Financial Goals with Tailored Solutions
Mission And Vision
Our Mission & Vision
In 2003, Dan Laimon and John Barber were working together for a large money manager who, in their view, was more focused on marketing than they were on managing money. From their standpoint, it appeared their boss enjoyed being recognized by his industry colleagues and the media much more than he enjoyed working with and helping his clients. When their investment choices went poorly, the firm spent more time thinking about how to “frame” their poor performance rather than actually improving their clients’ portfolios. Dan and John started TriVant to provide you with expert advice and outstanding service – not excuses.
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Years of Combined Experience
We are on your side. We believe that each client is unique and not a mere “number.” Our firm exists for your investment success, and we strive for perfection.
Before making any recommendations or the start of any transactions, we ensure a complete understanding of your goals. Your investment portfolio solely reflects what is important to you and what is in your best interests.
Your assets remain in your name and are safely held at Charles Schwab & Co., Inc. We only have a “limited discretion” to manage your portfolio.We have never set out to be the biggest firm out there, but rather be the best firm out there.
Welcome to TriVant!
Our Impact
Customized Portfolios to Achieve Your Financial Goals
Transforming goals into tangible realities.
Collaborative process to achieve financial success.
Balancing growth versus risk profile.
Code of Ethics
Why Select TriVant for Expert Financial Guidance?
Members of CFA Institute (including CFA charterholders) and candidates for the CFA designation (“Members and Candidates”) must:
Act with Integrity
Act with integrity, competence, diligence, and respect and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.
Interest of Clients
Place the integrity of the investment profession and the interests of clients above their own personal interests.
Use Reasonable Care
Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities.
Ethical Manner
Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession.
Benefit of Society
Promote the integrity and viability of the global capital markets for the ultimate benefit of society.
Professional Competence
Maintain and improve their professional competence and strive to maintain and improve the competence of other investment professionals.
Asset Protection
Asset Protection with Charles Schwab
TriVant has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. By using Schwab as primary custodian, TriVant has access to a wide range of products and services that help us serve our clients, including:
- Separately managed account services for those who want to leverage the expertise of institutional-czaliber money managers who specialize in particular investment styles.
- Technology and service supzport so investors can access all their accounts online and view positions, balances and account histories in one place.
These materials have been independently produced by TriVant. TriVant is independent of, and has no affiliation with, Charles Schwab& Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registeredbroker dealer and member SIPC. Schwab has not created, supplied,licensed, endorsed, or otherwise sanctioned these materials norhas Schwab independently verified any of the information in them. TriVant provides you with investment advice, while Schwab maintainscustody of your assets in a brokerage account and will effecttransactions for your account on our instruction.
John Barber, CFA
Chief Investment Officer
Dan Laimon
Managing Member
Join Us to Secure Your Financial Future!
Take the next step with TriVant and get expert guidance tailored to your goals, values, and long-term vision.