Davis, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Trek Financial
Multi-team
Firm-wide stats for Trek Financial
About
Trek Financial serves individual and high‑net‑worth clients as well as institutional retirement plans, providing discretionary and non‑discretionary asset management, financial planning, and retirement‑plan fiduciary and non‑fiduciary services. Like many multi‑team advisors, it charges asset‑based advisory fees and offers ongoing portfolio management and planning support through a network of adviser representatives.
The firm blends strategic and tactical approaches, using forward‑looking portfolio construction and a mix of rules‑based, evidence‑based models alongside fundamental and technical analysis; it discloses the use of artificial‑intelligence tools for research, client communication drafting, and portfolio processes under written AI governance and human review. Trek offers direct indexing with tax‑loss harvesting for taxable accounts and integrates third‑party signal providers and quantitative models into its model management and monitoring framework.
What is distinctive is the breadth and specificity of its model and alternative offerings — from multiple NDR, MacroQuant, Viking, BCM and Bulwark systematic strategies to PIMCO and State Street models — plus a suite of options‑based overlays and four different concentrated‑stock hedging approaches (including “black‑swan” hedges, spreads, collars, and covered calls). The firm also provides access to alternative‑investment platforms through CAIS and iCapital, lists structured‑note and direct‑indexing capabilities, and identifies specific custodial relationships (including recommending Gemini for digital assets), while adviser representatives have discretion to negotiate or waive fees within firm parameters.
Based on Trek Financial
Expertise
Based on Trek Financial
Demographic focus
Based on Trek Financial
Location
2050 Lyndell Terrace, Suite 110
Davis CA 95616
Advisors at this office
2
Advisors at this office
Benjamin B
Series 66
Davis, CA
Trek Financial
Benjamin Bimson is a financial advisor at Trek Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at Trek Financial since 2008, with a four-year tenure at World Equity Group from 2015 to 2019. Outside his advisory role, he is an associate of an approved DBA focused on life, health, and annuity sales. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrates artificial-intelligence tools under governance, and provides a wide range of model and alternative investment options.
Evan M
Series 66
Davis, CA
Trek Financial
Evan Mathew is a financial advisor at Trek Financial with 24 years of industry experience. He holds a Series 66 designation and has been with Trek Financial since 2016. Outside of his advisory role, he serves on the advisory board of the Arthritis Foundation Sacramento Chapter and holds board and administrative positions with the Grace & Glory Foundation and Grace Valley Christian Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating rules-based, evidence-based, fundamental, and technical analysis, and offers a broad range of model and alternative strategies along with access to alternative investment platforms.
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