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Triex Financial Services
Triex Financial Services, Inc. is a Registered Investment Advisory and Financial Research Firm under the State of Illinois. Established in November 2006, it...
Overview
Triex Financial Services, Inc. is a Registered Investment Advisory and Financial Research Firm under the State of Illinois. Established in November 2006, it develops market timing signals through technical analysis and mathematical formulas to seek low-risk, higher-return mutual fund trades for certain leading market indices. The firm is located in Orland Park, Illinois, and management has a combined 95 years of financial experience in banking, market timing, investing, trusts, insurance and business management.
General information
Firm type
RIA
Year founded
2006
Location
City
Orland Park
Principals
Gary R Bertacchi
President, CEO and Board Member
Gary R Bertacchi
Frequently asked questions
What is known about Triex Financial Services' investment activity?
No verifiable investment activity is on public record. No direct deals, fund commitments, or portfolio company holdings have been publicly attributed to Triex Financial Services as of mid-2026.
What is the wealth origin behind Triex Financial Services?
The source of wealth underlying Triex Financial Services is not publicly disclosed. No founding family, operating business exit, or legacy fortune has been connected to the entity in the public record.
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