Services
We enjoy face to face conversations to get a deep understanding of you and your families’ financial needs and long-term goals.
We build portfolios using individual stocks and bonds, not mutual funds. This means that we can build a portfolio that is truly unique to you and your financial situation.
Our investments go through our rigorous research process:
- Scrutinize the company’s financial statements
- Assess the competitive landscape
- Analyze operating metrics to measure management's effectiveness
- Place the business in the context of the greater macroeconomic environment and future
We ultimately invest only in those companies whose business models we understand thoroughly and whose managers are efficient allocators of our capital. We can cut through the noise and help you navigate volatile and complex markets.
Personal finances and investments are fluid and intertwined; we’re able to help with both. We advise clients on a wide range of personal financial questions and investments that are outside of the portfolios we manage.
Have a question? Give us a call or shoot us an email.
You’ve worked hard to earn your retirement.
Our retirement portfolios are built around capital preservation and income generated from interest and dividends to provide you with retirement income and to fit within your estate plan. Everybody’s retirement situation is different, we take the time to understand yours.
No two clients are the same and no two portfolios we manage are the same.
Our process revolves around your unique situation and our solutions are built from the ground up to be uniquely yours. Nothing we do is cookie cutter and we're proud of that. Call us, and you will talk to the same people year after year—people who know and will grow with you.
Services
We enjoy face to face conversations to get a deep understanding of you and your families’ financial needs and long-term goals.
Investment Management
We build portfolios using individual stocks and bonds, not mutual funds. This means that we can build a portfolio that is truly unique to you and your financial situation.
Our investments go through our rigorous research process:
- Scrutinize the company’s financial statements
- Assess the competitive landscape
- Analyze operating metrics to measure management's effectiveness
- Place the business in the context of the greater macroeconomic environment and future
We ultimately invest only in those companies whose business models we understand thoroughly and whose managers are efficient allocators of our capital. We can cut through the noise and help you navigate volatile and complex markets.
Personal Finance Advice
Personal finances and investments are fluid and intertwined; we’re able to help with both. We advise clients on a wide range of personal financial questions and investments that are outside of the portfolios we manage.
Have a question?
Give us a call or shoot us an email.
Retirement Planning
You’ve worked hard to earn your retirement.
Our retirement portfolios are built around capital preservation and income generated from interest and dividends to provide you with retirement income and to fit within your estate plan. Everybody’s retirement situation is different, we take the time to understand yours.
Personalization
No two clients are the same and no two portfolios we manage are the same.
Our process revolves around your unique situation and our solutions are built from the ground up to be uniquely yours. Nothing we do is cookie cutter and we're proud of that. Call us, and you will talk to the same people year after year—people who know and will grow with you.
About Us
Most investment managers send your money to outside funds to actually manage the money. We manage your money in house. By cutting out the middleman, we enable vertical integration that unlocks a substantial amount of value, which we then pass on to you.
We are aligned with you
Unlike other firms we do not sell you financial products that earn us commission, as this could lead to investments against your best interest.
• All of our services are included in our 1% annual fee on assets under management.
• Our clear and simple fee structure ensures our advice is entirely in your best interest.
• 94% of clients come from referrals. We spend zero dollars on marketing.
Who do we help?
• We are dedicated to helping individuals, couples, families and business owners with $500k or more in liquids assets for investment. A majority (77%) of our clients are in retirement.
• Our average client relationship is more than 10 years old, and counting.
• We consistently strive to build and maintain strong relationships with our clients.
Founded in 2000, Trillium Investments has a proven track record of providing personalized wealth management services to enable clients to meet their financial goals.
Insights
8/5/24 The Fed’s restrictive policy has reduced inflation, kept unemployment in check, and maintained growth. However, the economy is slowing and a lower interest rate is pivotal.
7/1/23 In the past, when the Fed raises rates, housing prices typically fell. However, two key factors are currently maintaining high housing prices.
4/1/23 Companies most vulnerable to risks from higher interest rates are starting to fall. However, we should view this as a sign of progress.
1/1/23 / Classical economists believe the natural state of the economy is in equilibrium. Keynesians view the economy as much more complicated. Which is most applicable to today?
10/1/22 The collapse of FTX serves as a great example of the far-reaching effects of loose monetary and fiscal policy.
7/1/22 The Federal Reserve must cautiously decrease aggregate demand just enough to bring down inflation but not enough to cause a recession.
4/1/22 The market is trying to figure out where the U.S. economy will land after the Federal Reserve’s tightening cycle.
8/5/24 The Fed’s restrictive policy has reduced inflation, kept unemployment in check, and maintained growth. However, the economy is slowing and a lower interest rate is pivotal.
7/1/23 In the past, when the Fed raises rates, housing prices typically fell. However, two key factors are currently maintaining high housing prices.
4/1/23 Companies most vulnerable to risks from higher interest rates are starting to fall. However, we should view this as a sign of progress.
1/1/23 Classical economists believe the natural state of the economy is in equilibrium. Keynesians view the economy as much more complicated. Which is most applicable to today?
10/1/22 The collapse of FTX serves as a great example of the far-reaching effects of loose monetary and fiscal policy.
7/1/22 The Federal Reserve must cautiously decrease aggregate demand just enough to bring down inflation but not enough to cause a recession.
4/1/22 The market is trying to figure out where the U.S. economy will land after the Federal Reserve’s tightening cycle.