A complete list of active advisors currently associated with Trigofi

Warmer can help you find a great advisor at Trigofi or one who fits your needs even better.

The firm provides integrated wealth management to individual clients, combining investment management and financial planning as a single service offering rather than as standalone planning. Services are delivered via a mobile app, virtual and in-person meetings, and continuous portfolio supervision for a very small client base (four clients) with approximately $395,229 in discretionary assets under management. Investment approach emphasizes strategic asset allocation and passive, index-based portfolios informed by academic research; bespoke Investment Policies are created for each client and portfolios are typically constructed with low-cost ETFs and long-term, low-turnover positioning. Financial planning is embedded in the wealth management engagement, and the firm relies on client-provided information and optional external account connectivity to tailor recommendations. Noteworthy aspects include the firm’s very small scale—a solo principal with no additional staff managing a handful of relationships—which stands out given its reported AUM and client count. The firm also uses technology and third-party platforms for onboarding, reporting, and fee processing, and the principal maintains an external consulting engagement of roughly 20 hours per month outside the advisory business.

To learn more about the advisors currently working at Trigofi, 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.