Treger & Associates

Overview

Treger & Associates is an independent, owner-operated advisory firm that manages portfolios for individuals, families and select institutional clients. The firm charges fees based on a percentage of assets under management and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Treger & Associates reports using conventional public mutual funds as its primary vehicle and supplements client portfolios with third‑party alternative fund managers for specific mandates. It does not position itself as an allocator of private capital and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices