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Trivant Custom Portfolio Group
Trivant Custom Portfolio Group manages concentrated equity and bond portfolios for high-net-worth individuals from Wilmington, Delaware.
Trivant Custom Portfolio Group
Trivant Custom Portfolio Group LLC is registered in Delaware and files as an exempt reporting adviser with the U.S. Securities and Exchange Commission. The firm's most recent Form ADV filing describes a client base of individuals, including high-net-worth investors, for whom it provides discretionary portfolio management services. Its investment philosophy centers on direct ownership of equities and fixed-income securities, favoring transparency and tax efficiency over commingled vehicle structures. The firm constructs concentrated equity portfolios and ladders of individual bonds. Unlike most registered investment advisers that anchor allocations in mutual funds or ETFs, Trivant purchases single-name securities tailored to each client's mandate. Its ADV notes that it does not recommend private funds, pooled investment vehicles, or alternative assets. Portfolio construction reflects a long-only, fundamentals-driven process with no stated use of derivatives or leverage. Geographic focus is domestic, with U.S. large-cap equities and investment-grade municipal and corporate bonds forming the core of a typical account. Trivant's Delaware domicile places it within the state's well-established trust and fiduciary infrastructure, a common choice for firms serving families with legacy wealth-planning needs. The firm reports custody of client assets at unaffiliated qualified custodians, typically major broker-dealers. It receives no soft-dollar compensation and does not engage in principal trading or cross-trades between client accounts, simplifying the conflicts-of-interest profile that institutional diligence teams examine. Structurally, Trivant occupies the space between a mass-affluent robo-advisor and a full-service multi-family office. It offers discretionary management without the ancillary tax, estate, or concierge services that define family-office competitors. This narrow mandate means the firm competes on investment execution and personalization alone, rather than on a bundled wealth-management suite.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Wilmington
Corporate office
Wilmington, DE, United States
Frequently asked questions
How does Trivant Custom Portfolio Group construct client portfolios?
Trivant constructs portfolios using individual stocks and bonds rather than mutual funds or ETFs. Each account is managed on a discretionary basis, with equity selections concentrated in U.S. large-cap names and fixed income focused on investment-grade municipal and corporate bonds. The firm does not allocate to private funds, alternatives, or derivatives, per its Form ADV filed with the SEC.
Does Trivant Custom Portfolio Group serve as a multi-family office?
No. Trivant provides discretionary portfolio management only. It does not advertise tax preparation, estate planning, bill pay, or concierge services, which distinguishes it from full-service family offices. The firm's regulatory filings confirm it restricts its offering to investment management.
Where are client assets custodied?
Client assets are held at unaffiliated qualified custodians, typically large broker-dealer platforms. Trivant does not take physical custody of client funds or securities and does not act as a custodian itself, per its SEC filings.
What types of clients does Trivant serve?
The firm serves individual investors, specifically including high-net-worth individuals, according to its ADV filing. The minimum account size is not publicly disclosed, but the separately managed account structure implies a requirement sufficient to achieve adequate diversification through individual securities.
Does Trivant participate in fund commitments or private investments?
No. Trivant's public filings state that it does not recommend or invest in private funds, pooled investment vehicles, or alternative assets. The firm's mandate is confined to publicly traded equities and fixed-income instruments.
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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