Trinvest Advisors, LLC

Overview

Trinvest Advisors, LLC is an independent registered investment adviser operating as a limited liability company that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small business clients. The firm runs a compact, client-focused practice that tilts toward fixed-income allocation, with U.S. government bonds representing the single largest asset type in its managed portfolios. Service delivery combines ongoing portfolio oversight with financial planning and institutional-style portfolio management for small business and institutional clients. Investment activity centers on conservative, income-oriented allocations. The firm reports using third-party mutual funds and external alternative managers where appropriate, but its primary in-house implementation leans toward interest-bearing instruments and government paper. Trinvest charges a mix of percentage-of-AUM and fixed fees and manages client assets on a discretionary basis.

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Location & Offices