Investment management for your unique needs
At TriCapital, we prioritize the construction of well-diversified portfolios to ensure that your investments are not overly concentrated. As an independent registered investment advisory firm, we are not bound by any proprietary products or quotas. Our relentless dedication drives us to continuously scour the market to identify the finest and most suitable investment opportunities for our clients.
As a fiduciary, we believe in a complete alignment of interests, which is why our portfolio management compensation is based on a percentage of the assets we manage on your behalf. This means that our success is intertwined with yours.
Moreover, we take our commitment to your investment management seriously. Our president invests his family’s money in the same portfolios as our clients, illustrating our belief in “eating our own cooking.” This serves as a testament to our unwavering faith in the strategies and investments we recommend.
At TriCapital, every investment portfolio is matched specifically to our client’s unique situation and in consideration of factors such as:
THERE'S NO TIME LIKE THE PRESENT
Customized Financial Solutions for Your Investment Management Goals
We offer a complimentary “Get Acquainted” meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.