How does TRICORD INVESTMENT ADVISORS, INC. Help Clients – Key Takeaways:
TRICORD INVESTMENT ADVISORS, INC. is a leading financial advisory firm that provides expert guidance and support to clients in managing their assets and achieving their financial goals. With a team of experienced professionals and a wide range of services, TRICORD helps clients make informed and strategic financial decisions.
Facts and Insights
TRICORD INVESTMENT ADVISORS, INC. has been in business for over 20 years, providing top-notch financial services to clients. As of the latest publicly available data, as of 2021, the firm has approximately $500 million in assets under management (AUM). The company’s 5 advisors work collectively to serve the needs of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2001 |
|---|---|
| Number of Advisors: | 5 |
| Assets Under Management (AUM): | $500 million |
Financial Services Offered
TRICORD INVESTMENT ADVISORS, INC. offers a comprehensive range of financial services to its clients, including financial planning, investment management, retirement planning, estate planning, and tax planning. The firm’s advisors work closely with clients to assess their financial needs and develop personalized strategies to help them achieve their financial goals.
Client Types
TRICORD INVESTMENT ADVISORS, INC. caters to a diverse range of clients, including individuals, families, and small business owners. The firm understands that each client has unique financial goals and needs, and therefore, provides personalized strategies to help them achieve financial success.
Fees & Compensation
TRICORD INVESTMENT ADVISORS, INC. charges a fixed percentage of AUM as its management fee. This fee covers all services provided by the firm, including financial planning, investment management, and ongoing portfolio monitoring. The firm believes in transparent and fair pricing, and therefore, does not have any hidden fees or commissions.
Background
TRICORD INVESTMENT ADVISORS, INC. was founded in 2001 with a mission to provide top-notch financial services to individuals and families. The firm’s team of experienced advisors has a diverse background in finance, economics, and business, enabling them to provide expert advice and support to clients.
Financial Advisor Disclosures to Know
TRICORD INVESTMENT ADVISORS, INC. understands the importance of transparency and disclosure in the financial industry. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, available on the SEC’s website.