A complete list of active advisors currently associated with Treussard Capital Management
Warmer can help you find a great advisor at Treussard Capital Management or one who fits your needs even better.
Treussard Capital Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm prepares individualized investment policy statements, uses model allocations where appropriate, and offers standalone financial plans and hourly consulting. Its investment approach combines cyclical and fundamental analysis, modern portfolio theory, and quantitative modeling, and it employs long‑term portfolio strategies alongside short‑term tactical trading. The firm explicitly uses options (including covered, uncovered, and spread strategies), currency exposure, and other derivatives in separately managed accounts, and documents client risk tolerances with at least quarterly reviews. Notably, the firm’s principal has a Ph.D. in economics and provides quantitative consulting in addition to advisory services, which the brochure discloses as a potential source of additional client offerings and conflicts. Managing roughly $74.5 million for a small client base, the firm emphasizes customized portfolios and may receive research‑related benefits from custodians that can factor into broker selection.
To learn more about the advisors currently working at Treussard Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 3
|
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