Trilogy Financial, a privately-held financial planning firm with more than $2 billion in client assets, utilizes a combination of our latest technology and broad perspective to help you advance your tomorrows.

Portfolio Management

TrilogyCapital builds investment models based on risk-conscious asset selection which allows our clients to invest based on their preferences for volatility, management style and long-term performance potential. We believe that long-term success is the product of prudent asset allocation managed through diversified portfolios.

Core Logo

CORE PORTFOLIO SERIES is the family of investment strategies focused on globally- balanced portfolios of relatively low-cost investment solutions. These strategies are intended to give broad market exposure not focused on any one sector or geographic region, providing index-like returns with lower risk over full market cycles.

Select Portfolio

SELECT PORTFOLIO SERIES is the family of investment strategies focused on actively-managed portfolios of sector or strategy focused securities.These strategies seek to provide investors with non-correlated returns to the CORE SERIES as well as potential alpha as compared to standard benchmarks.

Sleeve Portfolio

SLEEVE PORTFOLIO SERIES is the family of investment strategies focused on portfolios for smaller accounts and automatic investment plans. These strategies are designed for investors who cannot meet the minimums for the CORE SERIES and would still like access to an globally-invested, actively-rebalanced strategy.

Continuity Portfolio

CONTINUITY PORTFOLIO SERIES is the asset management arrangement by which we oversee long-term held assets such as fee- based annuities, REITs and bond ladders. CONTINUITY PORTFOLIOS will often be unique to the investor but require less active management due to the buy-and-hold strategy.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. TrilogyCapital Risk Profiles range from 6 to 1 with a Profile 6 being most aggressive and risky and a Profile 1 being the most conservative and risk averse. TrilogyCapital’s intention is to manage portfolio risk just as much as return while taking clients’ risk objectives and goals into consideration. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. An investor should consider their Model Portfolio’s investment objectives, risks, fees and expenses before investing. This and other important information about TrilogyCapital can be found in the firm’s ADV. Some clients of TrilogyCapital experience different performance results due to unique situations including cash distributions, non-model holdings, and additional situations particular to an individual client. An investment into TrilogyCapital’s portfolios are not insured or guaranteed by the FDIC or any other government agency. Advisory services offered through TrilogyCapital, Inc., a Registered Investment Advisor.