Boca Raton, FL Office

Trevian Wealth Management provides discretionary investment management primarily to individual and high‑net‑worth clients and also serves businesses and pension plans; it offers a company cash‑management service (branded Trevian Cash) and may arrange consulting services for companies through an affiliated firm. The firm generally requires sizable portfolios (commonly $2 million) and, as of January 2026, managed roughly $615 million on a discretionary basis.

The firm’s investment approach emphasizes thoughtful asset allocation, low costs, remaining invested over the long term, and a preference for index vehicles where appropriate, while delivering customized portfolios on either a discretionary or non‑discretionary basis. Portfolios may include ETFs, mutual funds, bonds, stocks, options and other derivatives, private investments, and allocations to third‑party Independent Managers; the firm also uses artificial intelligence tools for non‑specific research and market analysis.

Trevian’s business model is notable for several features that are uncommon among similar team firms: it recommends and places clients into privately placed pooled vehicles and serves in private fund adviser and sponsor roles (including SPVs and a sponsored real‑estate fund), operates an affiliated travel and fractional aircraft business, and uses derivatives in separately managed accounts. The firm discloses these related‑party activities and conflicts and notes procedures such as fund audits and written disclosures to address them; its level of assets under management relative to the size of its advisory team is also high compared with peers.