$4.3bn PE-backed Trilogy names new recruiting head

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February 25, 2025
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Private equity-backed hybrid RIA Trilogy Financial Services has hired a new top advisor recruiter.

The $4.3bn wealth manager has brought aboard Jason Inglis to serve as its chief development officer. Inglis, who started working at Irvine, Calif.-based Trilogy on Monday, will report to chief executive Jeff Motske.

‘They’re already successful and growing,’ Inglis said of Trilogy. ‘The thought is that I can come in and really help us speed up a little bit. It’s not a monumental lift. It really is being part of a team and really being in a position to compete. There’s a lot of private equity in there, there’s a lot of advisor movement, and you need scale to compete.’  Read More.

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By Trilogy Financial
March 16, 2020

We have no doubt that the Coronavirus and the market volatility surrounding it have dominated your newsfeed of late. Naturally, this leads to questions and concerns about the market in general, and about how it impacts you specifically.

It is true that there are a lot of variables at play, a great majority of them out of your control. What is under your control is how you respond, or not. First and foremost, do not let fear guide your decisions. Market swings are inevitable. Long-term, goal-oriented investors understand the need to stay the course and, at times, do nothing at all. Dave Ramsey suggests the following, “Do not get off the roller coaster in the middle of the ride.”  Those who heeded this sound advice back in 2008 benefitted from the market rebound in 2009 and beyond.

Of course, our Financial Advisors are always available to address any specific concerns you may have and, if necessary, re-evaluate your financial plan. Clearly, times change. If your life, goals, or risk tolerance has changed, let’s sit down and make sure we are still on the best track for you to achieve financial independence.

Please know that Trilogy Financial remains committed to providing the resources you need to navigate through the uncertainty. Most importantly, rest assured knowing that this too shall pass and that you are not alone.

 

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.  All investing involves risk including loss of principal. No strategy assures success or protects against loss.  The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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By
October 20, 2026

Trilogy Capital, a $5 billion wealth manager based in Irvine, Calif., is acquiring Mountain Capital Investment Advisors, a $1 billion registered investment advisor firm in Westminster, Colo.

Trilogy says the deal is its largest acquisition of the year and will establish its 11th office location and its second in Colorado.

Mountain Capital was founded in 2011 by Brandt Burns, a former U.S. Marine and airline pilot who says that joining Trilogy will provide his team of advisors with additional resources to improve their service model while preserving much of their operating model.

“We will retain our brand and unique position in the marketplace, and our leadership team, advisors, and staff will remain intact, so client disruption should be minimal,” he says. “This important move for our firm will not replace what we’ve built—it will strengthen it.”

In addition to Burns, other members of Mountain Capital have worked as pilots or in other roles in the aviation industry, and it has a niche serving clients who work in that sector. Brandt’s wife, Mountain Capital co-founder Michelle Burns, spent 14 years as a senior manager for United Airlines. At Mountain Capital, she led development of a specialized tax-preparation service designed for pilots and other aviation-industry professionals. Trilogy says that an affiliated company, Trilogy Tax & Consulting, will absorb Mountain Capital’s tax service.

Read more here.

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