TRIPLE CROWN WEALTH MANAGEMENT

Overview

Triple Crown Wealth Management is a small, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets basis and concentrates portfolio construction on public equities, delivered predominantly through exchange-traded instruments and separately managed account structures. It is not positioned as an ESG investor and is organized to serve a retail individual and family client base rather than institutional pension consults. Investment activity shows a clear tilt toward liquid equity exposure with a supplementary use of traditional vehicles such as mutual funds and annuities. The adviser also allocates to real estate via third-party managers to add diversification and yield-oriented exposure alongside its equity-heavy allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices