Triex Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,640,995
Clients
25
Advisors
1
of 2 employees
About
Triex Financial Services provides discretionary, fee-only investment management to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, focusing on proprietary mutual fund and ETF allocation strategies. The firm does not market itself as a comprehensive financial planning, estate planning, or accounting practice, though it may provide limited consulting and may engage sub-advisors or separate-account managers when appropriate.
The firm’s investment approach is explicitly market-timing and quantitatively driven: its Active NDX, Active SPX and Active Technical strategies generate daily buy/sell signals based on moving averages, standard deviations, percentage-change metrics and other technical models. Portfolios are implemented primarily through long, inverse and enhanced (leveraged) mutual funds and ETFs and may include short positions, margin and frequent trading to pursue defined conservative, moderate or aggressive risk/return objectives.
Distinctive features for a firm of this size include a small asset base and client roster (roughly $1.6 million in AUM across about 25 accounts) and the principal’s substantial non‑investment commitment to a charitable foundation (reported as about 40% of their time). The firm also discloses that it may enter limited performance‑based arrangements with eligible clients, permits clients to impose written restrictions (including excluding inverse/leveraged strategies), and reports all managed assets on a discretionary basis.
Client services
Expertise
Fee options
2.50% annually
Performance fees may be charged for eligible clients with at least $750,000 under management or net worth over $1.5 million, under Rule 205-3
Account minimum: $10,000 Fee-only: Fee-only basis, no commissions accepted
Main office
10470 W. 163rd Place
Orland Park IL 60467
Advisors at this office
1
Most active in
Illinois
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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