Saranac, MI Office

Triangle Wealth Management serves a mix of individual clients (including high-net-worth individuals), corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm offers portfolio management alongside financial planning services such as retirement planning, education planning, risk management, and estate preservation, implementing strategies through individual stock portfolios, fixed income portfolios, and manager or mutual fund selections.

The firm follows a consultative, educational process that begins with demographic and financial information to assess risk tolerance and objectives and uses advanced simulation technology and analytical tools to develop asset allocation and tailored, disciplined model portfolios. Investment recommendations are grounded primarily in fundamental securities analysis with some charting/cyclical input, and client accounts receive ongoing monitoring and detailed quarterly performance reporting.

Notable operational features include a requirement that client assets be custodied at Schwab Advisor Services while using Schwab’s prime-broker trade-away capability to access fixed-income securities and, when appropriate, execute trades with other broker-dealers. Triangle reported approximately $1.2 billion in discretionary assets under management, has recently automated fee-billing adjustments for large deposits and withdrawals to increase billing transparency, and—unlike many peers—does not vote client proxies, leaving proxy voting to the clients themselves.