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Trivant Custom Portfolio Group
We are on your side. We believe that each client is unique and not a mere “number.” Our firm exists for your investment success and we strive for perfection.
Trivant Custom Portfolio Group
We are on your side. We believe that each client is unique and not a mere “number.” Our firm exists for your investment success and we strive for perfection. Your investment portfolio solely reflects what is important to you and in your best interests. We have never set out to be the biggest firm out there, but rather to be the best firm out there. Welcome to TriVant.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
San Diego
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.
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