Facts and Insights
Triangle Investment Management, LLC is a reputable financial management firm that specializes in providing personalized and comprehensive financial planning and investment strategies to individuals and businesses. With a team of experienced advisors, the firm prides itself on its commitment to helping clients achieve their financial goals and secure a stable financial future.
One of the key strengths of Triangle Investment Management, LLC is its ability to tailor its services to meet the specific needs and objectives of each client. The firm takes a holistic approach to financial management, considering a client’s entire financial picture to develop a personalized plan that aligns with their goals and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
Triangle Investment Management, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning and goal setting
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
Client Types
Triangle Investment Management, LLC serves a diverse group of clients, including:
- Individuals and families
- High net worth individuals
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
The firm’s fees are structured based on a percentage of assets under management, ensuring that the team is aligned with the client’s success. This fee includes all of the financial services provided by Triangle Investment Management, LLC, giving clients a true and transparent understanding of the cost of their financial management.
Background
Triangle Investment Management, LLC was founded in 1999 and has been providing top-notch financial management services to clients for over 20 years. The firm is led by a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
The firm operates with the philosophy that each client’s financial journey is unique and requires a personalized approach. Therefore, the team at Triangle Investment Management, LLC takes the time to get to know each client and their financial situation to develop customized strategies that are in line with their objectives and risk tolerance.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), Triangle Investment Management, LLC is required to disclose any information relevant to its services and practices. These disclosures can be found on the firm’s Form ADV, which is available on the SEC’s website or upon request from the firm.
Some key disclosures to be aware of include any potential conflicts of interest, the firm’s fee structure, and any disciplinary history of its advisors. However, Triangle Investment Management, LLC prides itself on its ethical and transparent practices, ensuring that all clients are well-informed and have a thorough understanding of the firm’s services and fees.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning and investment strategies
- Takes a holistic approach to financial management
- Serves a diverse group of clients
- Offers a wide range of financial services
- Charges a fee based on a percentage of assets under management
- Has been in business for over 20 years
- Operates with the philosophy of personalized and transparent financial management
- Requires disclosures of any relevant information to its services and practices