Treveri Capital

Treveri Capital provides discretionary asset management to individuals, high‑net‑worth clients, and small businesses, constructing tailored portfolios from model allocations such as Aggressive, Moderate, Conservative, Income, and a dedicated crypto model. Portfolios rely primarily on ETFs and individual securities and are monitored and periodically rebalanced, with client accounts held at Interactive Brokers or Guideline.

The firm’s approach emphasizes long‑term, index‑focused ETF allocations informed by modern portfolio theory and risk/return analysis, and may include larger‑cap, actively traded crypto assets in appropriate client strategies. For qualified clients, Treveri Capital may negotiate performance‑based fee arrangements subject to a high‑water mark and maintains written policies intended to address conflicts that can arise from such arrangements.

Noteworthy aspects disclosed in the brochure include the availability of performance‑based fees, a feature uncommon among independent advisors, and the adviser’s concurrent activities as a licensed life/health insurance agent and sales consultant, which the firm identifies as potential sources of conflict of interest. The firm also discloses referral relationships (for example, referring 401(k) business to Guideline) and other outside business activities that prospective clients should consider alongside its asset‑management services.