Trillium Group

Trillium Group

Trillium Group was founded in 2000 and operates from Emeryville, California, serving individuals, couples, families, and business owners. The firm describes its client base as heavily weighted toward retirement: 77% of clients are already retired, and the average relationship has lasted more than a decade. Ninety-four percent of new business arrives through referrals, a figure the firm attributes to operating without a marketing budget. Trillium constructs portfolios from individual stocks and bonds rather than mutual funds or outside funds. The firm runs an internal research process that scrutinizes financial statements, competitive positioning, operating metrics, and macroeconomic context. It reports a focus on capital preservation and income generation through interest and dividends for retirees, with portfolios built to fit within each client's broader estate plan. The firm cites no specific portfolio holdings, sector themes, or fund vehicles in its public materials. Geographic focus is not explicitly defined beyond its single-office Emeryville presence and the reference to clients in the Berkeley, California area. Trillium operates with one office at 1398 55th Street in Emeryville. The firm does not publish a headcount or asset total. It charges a single 1% annual fee on assets under management and states that it does not earn commissions on financial products, positioning the fee structure as a mechanism for aligning advisor and client interests. No philanthropic foundations, club memberships, or adjacent investment vehicles are disclosed. Trillium's structural posture is that of an in-house, vertically integrated wealth manager for a small, long-tenured, predominantly retired client base. The firm explicitly rejects outsourcing money management to external funds, describing that choice as a way to capture value that would otherwise go to a middleman and pass it through to clients. This architecture produces a concentrated model reliant on word-of-mouth among a narrow demographic, rather than institutional or multi-family structures.