A complete list of active advisors currently associated with TriCord Advisors, Inc.

Warmer can help you find a great advisor at TriCord Advisors, Inc. or one who fits your needs even better.

TriCord Advisors provides investment advisory services primarily to individuals and families and also works with high‑net‑worth individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. Services include discretionary portfolio management, non‑discretionary financial planning and consulting, and administrative offerings such as bill‑paying and ongoing servicing of fixed and indexed annuity products. The firm typically manages client accounts on a discretionary basis, tailoring strategies to each client’s objectives, risk tolerance, time horizon, and liquidity needs, and it conducts ongoing account supervision. TriCord also uses unaffiliated third‑party discretionary managers and investment platforms (including Quorus, Portfolio Design Labs, and AssetMark) on a client‑by‑client basis and performs initial and ongoing due diligence of those managers. TriCord has a few features that distinguish it from many peer teams: certain associated persons are licensed insurance agents and the firm administers roughly $31.4 million in annuity assets, and a firm investment professional is also dually registered as a registered representative with an unaffiliated broker‑dealer, each of which the brochure identifies and discloses as potential conflicts. The firm additionally provides bill‑paying and trustee services for some clients and is deemed to have custody in limited circumstances, subjecting those relationships to enhanced oversight.

To learn more about the advisors currently working at TriCord Advisors, Inc., 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.