Announcing… Trifecta Capital Advisors: Chicago-Based Wealth Management Services for a Discerning Clientele
We are so excited to introduce you to Trifecta Capital Advisors, our newly established
Registered Investment Advisory (RIA) firm.
In numerous traditions and philosophies, three has unique significance representing harmony, prosperity, and completeness. Trifecta clients will receive personalized, proactive, proven guidance – that’s our promise and ongoing commitment now as a fully-independent money management and financial advisory firm.
DECISION TO FORM OUR OWN WEALTH MANAGEMENT FIRM
We gave a lot of thought to the decision to become an independent firm. The wealth management industry has been rapidly changing and it was becoming more difficult for us to uphold our core belief of serving clients as true fiduciaries. We also had a vision for how we wanted to serve clients:
As an independent firm, we needed to select a custodian to hold client assets and maintain account information. We chose Charles Schwab & Co., Inc. (“Schwab”), a leading custodian for independent advisors which custodies more than $3.5 trillion in custody assets on behalf of over 13,000 independent RIA firms.
CLIENTS FRONT AND CENTER
We are pleased to embrace the fiduciary standard, a formal term that means we are legally obligated to put client needs first, 100% of the time. As an independent Registered Investment Advisory firm, we have complete freedom to make this standard the cornerstone of our practice, enabling us to offer an approach to client service and an investment philosophy that is uniquely ours.
If you’d like more detail on how we’re structured, click here to view Trifecta’s information on the SEC’s website: https://adviserinfo.sec.gov/firm/summary/317391.
Trifecta Capital Advisor’s integrated approach to money management