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Investment Management

At TriCapital, every investment portfolio is matched specifically to our client’s unique situation and in consideration of factors such as:

  • How old are you?
  • How long is your investment time horizon?
  • What kind of potential returns are needed on your investments to achieve your goals?
  • How comfortable are you with fluctuation in the value of your accounts?
  • How much income do you need from your investments and when do you need it?
  • Do you have emergency reserves?

Investment management for your unique needs

We build every portfolio with substantial diversification among different asset classes so that you never have too many eggs in one basket.

Independent advice

Because TriCapital is an independent advisory firm, we have no proprietary products or quotas to fill.  We scour the marketplace constantly to find the best and most suitable investments for our clients.

We work hand-in-hand with you

Our compensation is based on a percentage of assets we manage for you which perfectly aligns our interests with yours:  if your accounts prosper we prosper, and if your accounts decline we are in the same boat with you.

Further, our president invests his family’s money in the same portfolios as our clients, or as we like to say ‘We eat our own cooking’

We welcome the opportunity to speak with you!