A complete list of active advisors currently associated with Trifecta Capital Advisors, LLC
Warmer can help you find a great advisor at Trifecta Capital Advisors, LLC or one who fits your needs even better.
Trifecta Capital Advisors serves individuals (including high‑net‑worth clients), families, business owners, foundations, trusts, corporations and other entities with discretionary investment management, financial planning, and consulting services. The firm also provides consolidated reporting via the eMoney Advisor platform and may implement strategies through third‑party money managers. Investment decisions are formed through a consultative process that blends long‑term strategic asset allocation with tactical adjustments, using proprietary capital‑market assumptions, fundamental security research, and a mix of active and passive funds as appropriate. Portfolios are monitored and rebalanced regularly, with attention to tax efficiency, legacy positions, and the potential use of alternative investments when suitable for client objectives. What distinguishes the firm is its scale relative to team size—managing roughly $927 million with a three‑person advisory team, resulting in an unusually high AUM per advisor and a service model that relies on institutional technology (Tamarac reporting) and delegated sub‑advisors. The team includes credentialed specialists (CFP® and CDFA® credentials), recently added consulting capabilities, and a negotiable $1 million household minimum, features that are less common among similarly categorized advisory teams.
To learn more about the advisors currently working at Trifecta Capital Advisors, LLC, 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 |
|---|---|---|
Northbrook, IL
| 4
| |
Northbrook, IL
| 4
| |
Northbrook, IL
| 6
|
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