A complete list of active advisors currently associated with Triflame Capital
Warmer can help you find a great advisor at Triflame Capital or one who fits your needs even better.
TriFlame Capital is an independent advisory firm founded in June 2024 that provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, charitable organizations and business entities, the latter being a client type relatively uncommon among solo independent advisors. The firm manages roughly $27.6 million across about 70 client relationships and generally expects a $500,000 account minimum. TriFlame delivers ongoing discretionary portfolio management and may engage sub‑advisors to implement agreed models and execute trades while retaining overall client relationships and authority to hire or terminate sub‑advisors. Its investment process draws on a blend of fundamental, technical and cyclical analysis, Modern Portfolio Theory and Monte Carlo planning, with quarterly account reviews, rebalancing and consideration of tax‑loss harvesting. Notable operational features include a required custodial relationship with Altruist and the firm’s practice of not voting client proxies (clients receive and vote their own proxies directly). As a recently established solo adviser that uses sub‑advisors and a single custodial platform, TriFlame combines a small advisory structure with delegated portfolio implementation and platform integration.
To learn more about the advisors currently working at Triflame Capital, 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 |
|---|---|---|
Roseville, CA
| 7
|
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