Tricord Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tricord Investment Advisors provides discretionary investment supervisory services to individuals, high-net-worth individuals, and other businesses. The firm manages client portfolios on a discretionary basis and supervises accounts continuously to meet clients’ stated objectives.
The firm implements long- and short-term equity strategies and active trading, employing charting, fundamental, and technical analysis while allocating primarily to individual equities and exchange-traded funds. Accounts are custodied at Interactive Brokers and the firm describes using customized equity basket holdings and ongoing re-optimization as market conditions change; clients must grant the firm discretionary authority and the brochure indicates restrictions on specific securities generally are not accepted.
Compared with many peers, Tricord operates with a small client base and modest assets under management, and it emphasizes the Interactive Brokers platform’s customized basket and dynamic allocation features. The brochure also discloses no other financial industry activities or affiliations (including insurance or brokerage relationships), notes the firm votes client proxies on their behalf, and states custody is exercised by deducting advisory fees from client accounts with monthly custodian statements provided.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001+: Negotiable
Account minimum: $50,000 (negotiable)
Main office
1275 Shiloh Rd., Suite 3030
Kennesaw GA 30144
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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