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Triumph Investment Advisory Group
Michael Skrzypczak established Triumph Investment Advisory Group in 2014 with a thesis that unbiased investment advice and comprehensive financial...
Triumph Investment Advisory Group
Michael Skrzypczak established Triumph Investment Advisory Group in 2014 with a thesis that unbiased investment advice and comprehensive financial planning were undersupplied to individuals lacking the time or resources to manage their own affairs. Skrzypczak’s earlier roles as Vice President and Treasurer of La-Z-Boy Incorporated and Corporate Treasurer for Intermet Corporation shaped a cash-management and investment discipline that continues to define the firm’s posture. Triumph’s service architecture spans five core lines: Investment Advisory Services, Financial Planning Services, Retirement Planning Services, Cash Management/Budget Services, and Financial Concierge Services. The firm acts as a fiduciary advisor rather than a pooled fund manager—clients receive tailored guidance on retirement accumulation and distribution, cash-flow optimization, and personal balance-sheet structuring. The geographic focus is anchored in Michigan, with client engagement conducted from the Rochester office at 438 S. Main St. The firm is a boutique, with Michael Skrzypczak listed as the sole named principal and President. No additional investment professionals, adjacent vehicles, or institutional co-investment structures are disclosed. Public records indicate no separate philanthropic foundation, operating company, or peer-network membership under the Triumph umbrella. Triumph’s structural differentiator lies in its single-advisor, low-overhead architecture. Clients interact directly with a practitioner whose experience straddles public-company treasury operations and personal financial planning—a combination that bypasses the layers of junior advisors and product-distribution incentives common in large wealth-management platforms. The firm’s “Under Construction” website signals active development, suggesting that its public footprint may still be evolving.
General information
Firm type
Private Equity
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Rochester
Corporate office
438 S. Main St, Suite 200, Rochester, MI 48307, United States
Principals
Michael Skrzypczak
President
Frequently asked questions
Who runs investment decisions at Triumph Investment Advisory Group?
Michael Skrzypczak, the firm’s founder and President, is the sole named decision-maker. His background includes serving as Vice President and Treasurer of La-Z-Boy Incorporated and Corporate Treasurer at Intermet Corporation, which gives him direct experience in corporate cash management and investment oversight. The firm does not list any additional investment professionals or committee structures.
Is Triumph structured as a family office or a wealth-management firm?
Triumph operates as a fee-based wealth-management and financial-planning firm, not a single-family office. It serves multiple private clients from its Rochester, Michigan office, providing fiduciary advisory services across investment management, retirement planning, cash management, and financial concierge support. There is no disclosed family-wealth anchor or multi-generational mandate.
Does Triumph Investment Advisory Group manage pooled funds or private equity vehicles?
No. Based on the firm’s own description of its services, Triumph focuses on one-on-one advisory relationships rather than managing pooled investment vehicles or private equity funds. The Altss research record notes prior strategy tags related to venture, but Triumph’s public service lines—Investment Advisory, Financial Planning, Retirement Planning, Cash Management, and Financial Concierge—do not include direct fund management or principal investing.
Which regions and client profiles does Triumph primarily serve?
The firm serves clients from its single office in Rochester, Michigan, at 438 S. Main St. While the firm does not disclose a minimum asset threshold, the service menu—spanning retirement planning, tax-sensitive cash management, and broader financial concierge work—suggests an emphasis on high-net-worth individuals and families in the Midwest. No additional offices or geographic expansion have been announced.
What is Michael Skrzypczak’s professional background before founding Triumph?
Before founding Triumph in 2014, Skrzypczak was Vice President and Treasurer at La-Z-Boy Incorporated, where he oversaw the furniture-maker’s corporate treasury function. Earlier, he held the Corporate Treasurer role at Intermet Corporation, an automotive-parts manufacturer. He also consulted for AIP Aerospace and Ford Motor Company. He earned an undergraduate degree from the University of Michigan and a Master’s in Finance from Walsh College.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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