Founded 1999 … now $3B AUM, 20K clients, 200+ workers in 10 offices … clients $200K+ in assets … baseball player, Vanguard U, 1980s … hires athletes: ‘discipline’ … president, booster club, Pacifica Christian H.S. (see David Bahnsen) … on Trilogy softball team with father, son … plays bridge … supports Anaheim Ducks (see Tim Ryan) … first car: 1975 Chevy Malibu
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Much has been said about the rise of robo-advisors in the financial services industry. With tens of billions of dollars being invested in these online platforms, it is undeniable that consumers are craving the speed, efficiency and data that they can provide. While many of us agree that no computer can offer the one-on-one relationship that a client-advisor relationship can, we would be remiss to ignore this growing trend.
Some advisors react to the rise of these platforms by dismissing the trend and lamenting about the good old days when an account application could fit on a postcard. What they should be doing is exploring why robos are so appealing and what aspects of that technology could be incorporated into their practices.
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Trilogy Capital, Inc., an Irvine, California-based wealth management firm, has acquired Mountain Capital Investment Advisors, LLC, a Westminster, Colorado-based registered investment advisor overseeing more than $1 billion in client assets.
The acquisition represents Trilogy’s largest transaction of 2026 and expands its network to 11 offices, including two locations in Colorado.
Financial terms of the transaction were not disclosed.
Mountain Capital has operated as an independent SEC-registered investment advisor for 15 years, providing financial planning, investment management and specialized advisory services to individuals, families and small businesses.
The acquisition strengthens Trilogy’s presence in Colorado….read more.
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