A complete list of active advisors currently associated with Tricord Investment Advisors, Inc.
Warmer can help you find a great advisor at Tricord Investment Advisors, Inc. or one who fits your needs even better.
Tricord Investment Advisors, Inc. is an independent registered investment adviser that provides discretionary portfolio management and related consultation and valuation services to individuals, high-net-worth clients, and businesses. The firm manages a small number of client relationships and offers access to model portfolios in addition to individualized investment supervisory services. The firm uses a blend of charting, fundamental and technical analysis and implements long-term, short-term and trading strategies, allocating across individual equities, fixed income, mutual funds and ETFs. Client accounts are maintained on the FolioFn platform and the adviser uses customized equity baskets for sector rotation and dynamic asset-allocation strategies, with ongoing supervision and quarterly reporting. Distinctive aspects include that the firm’s principal also operates a life and health insurance and employee benefits practice and is licensed to sell insurance, receiving compensation when clients purchase those products — a relationship the brochure discloses and says is managed through client disclosures and fiduciary obligations. For a solo adviser with modest assets under management, Tricord’s use of model ETF programs and an institutional-style basket trading platform for dynamic allocation is notable compared with many of its peers.
To learn more about the advisors currently working at Tricord Investment 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.
Name |
Location |
Years of experience |
|---|---|---|
Kennesaw, GA
| 22
|
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