How does the advisor help clients – Key Takeaways:
TRIVEST CAPITAL MANAGEMENT INC is a financial advisory firm that assists clients with managing their finances and investments. They have a team of experienced professionals who offer personalized services to help clients reach their financial goals. Here are some key takeaways about the services provided by TRIVEST CAPITAL MANAGEMENT INC:
- Customized financial plans tailored to individual client needs
- Diversified investment strategies to minimize risk and maximize returns
- Ongoing portfolio management and regular reviews to track progress
- Access to a wide range of financial products and services
- Expertise in various financial areas, including retirement planning, tax planning, estate planning, and more
Facts and Insights
TRIVEST CAPITAL MANAGEMENT INC has been in business since 2005 and is headquartered in New York City. As of 2019, they have approximately $5 billion in assets under management and 50 financial advisors on their team. They have a diverse client base, including high net worth individuals, businesses, and institutional investors.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $100 | 5 |
| 2010 | $500 | 15 |
| 2015 | $2,000 | 30 |
| 2019 | $5,000 | 50 |
Financial Services Offered
TRIVEST CAPITAL MANAGEMENT INC offers a range of financial services to help clients manage their money effectively. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Wealth management
- Risk management
Client Types
TRIVEST CAPITAL MANAGEMENT INC works with a variety of clients, including:
- High net worth individuals
- Small and medium-sized businesses
- Institutions and endowments
Their personalized approach allows them to cater to the unique needs of each client and provide tailored solutions.
Fees & Compensation
TRIVEST CAPITAL MANAGEMENT INC charges a fee for their services, which is based on a percentage of the assets they manage for the client. The fees may vary depending on the type of service and the amount of assets under management. They also receive compensation from investment products and services that clients may choose to invest in.
Background
The team at TRIVEST CAPITAL MANAGEMENT INC consists of experienced financial professionals with a diverse range of backgrounds and expertise. They are committed to providing expert financial advice and helping clients reach their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, TRIVEST CAPITAL MANAGEMENT INC is required to disclose any potential conflicts of interest or disciplinary actions that may impact their ability to serve clients. These disclosures are available on their Form ADV, which can be found on the Securities and Exchange Commission (SEC) website.