TRI-STAR ADVISORS, INC.

Overview

Tri-Star Advisors, Inc. is a small, fee-based registered investment advisor that focuses on portfolio management for individuals, small businesses and institutional clients. The firm runs discretionary strategies and emphasizes fixed-income allocations while maintaining exposure to equities through ETFs. Its business model centers on charging a percentage of assets under management and selecting third-party managers when needed, rather than running a broad lineup of proprietary funds. Investment activity shows a conservative tilt: the firm holds a meaningful allocation to U.S. government bonds and uses core equity ETFs to provide market exposure. Tri-Star Advisors does not report being an active ESG investor and primarily serves a client base of individuals and families. It also acts as a capital allocator — deploying client capital into both traditional and third-party alternative funds when appropriate.

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Location & Offices