TREGER & ASSOCIATES

Overview

Treger & Associates is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individuals and small institutions, delivering financial planning and discretionary portfolio management on a percentage-of-assets fee basis. Its ADV shows a clear preference for pooled public vehicles as the primary building blocks of client portfolios, supplemented by fixed-income and alternative exposures. Treger & Associates is not positioned as an ESG-focused manager and does not report multi-state advisory activity. Investment activity centers on model- and client-specific portfolios that prioritize mutual funds for core equity and fixed-income exposure. The firm also integrates third-party alternative managers — notably hedge funds and real estate strategies — and makes use of corporate debt for yield and credit exposure. Given the concentrated client roster and per-client asset levels, portfolios appear tailored to high-net-worth individuals and small institutional accounts rather than broad retail distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices