Troika Investment Advisors, LLC

Overview

Troika Investment Advisors, LLC is a small, client-focused RIA that manages concentrated portfolios for individuals and small businesses. The firm runs discretionary equity-focused strategies using separate accounts, with a clear tilt toward exchange-traded equities and ETFs. Fee arrangements include a percentage of assets under management and hourly advisory fees, suggesting the firm serves clients who want both ongoing portfolio management and occasional consultative planning work. Troika is not an active ESG investor and does not present itself as a multi-state or institutional pension consultant; its activity is oriented toward private clients rather than large institutions. The adviser operates under an individual ownership structure and positions itself as a hands-on manager for a limited roster of clients. Investment activity emphasizes direct equity exposure and liquid, tradable instruments held in custodial accounts, with discretionary authority over client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices