Trilogy Financial Solutions

Overview

Trilogy Financial Solutions is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs equity-centric portfolios, with a clear preference for exchange-traded equities and vehicles that provide direct market exposure. Advisory fees are charged via a mix of percentage-of-AUM, hourly engagements and fixed fees, reflecting a hybrid service model that accommodates both ongoing portfolio management and project-based planning work. Firm activity is concentrated on individual and family clients rather than institutional mandates. Trilogy does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator to third-party alternative managers. Services documented include core financial planning and discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices