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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 risk score?
  • Do you have emergency reserves?
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Investment management for your unique needs

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

Independent advice

Because TriCapital is an independent registered investment 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 portfolio management 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’.

DOES YOUR PORTFOLIO HAVE TOO MUCH RISK?
OR NOT ENOUGH?

Knowing your risk score can help you make appropriate investment choices.

Our Fees

TriCapital chooses to be compensated primarily through fees, which enables us to serve you without bias toward any product or investment. Our minimum annual fee is $5,000 for ongoing financial planning and investment management. We also offer other compensation arrangements such as an annual retainer for planning only engagements or whenever a particular client situation calls for it. Financial planning and investment management services carry no specific term and can be terminated at any time. However, all client engagements are entered into with the expectation of developing a long-term relationship.
* FEE DISCLOSURE: Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12-b-1) for mutual fund transactions. Fees, charges and expenses are detailed in TriCapital Wealth Management, Inc.'s ADV Part 2A Item 5.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

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. 

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TRIAD - FORM CRS

Advisory Services are offered through TriCapital Wealth Management, Inc Securities offered through Triad Advisors member FINRA / SIPC. TriCapital Wealth Management, Inc. is not affiliated with Triad Advisors. We are licensed to sell Insurance Products in the following states: North Carolina, and South Carolina. We are registered to sell Securities in the following states: Delaware, District of Columbia, Florida, Georgia, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

TRICAPITAL® is a Registered Trademark in the United States of America. 

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