Trillium Square Advisors LLC

Trillium Square Advisors serves individuals (including high-net-worth clients), small businesses, retirement plans, and institutional clients with a mix of financial planning, portfolio management, retirement-plan advisory (ERISA 3(21)/3(38)) and corporate cash‑management services. The firm manages both discretionary and non‑discretionary accounts and may engage independent managers as part of client solutions.

The firm’s investment approach blends active management and quantitative techniques, including algorithmic trading and multi‑strategy portfolios that can use long/short positions, ETFs (including leveraged and buffer products), options and hedging tools; portfolio construction methods referenced include risk parity, mean‑variance optimization and minimum‑variance techniques. Trillium Square provides ongoing supervision and periodic reviews and offers complimentary educational seminars and workshops as part of its client outreach and planning process.

Noteworthy distinctions in the brochure include disclosure that the firm advertises hypothetical performance and that it accepts performance‑based fee arrangements for qualified clients (with high‑water mark provisions), features that are uncommon among similar supported firms and that the firm documents as potential conflicts to be managed. The brochure also discloses that its advisers may act as insurance agents and receive commissions, and it highlights in‑house algorithmic trading and software consulting capabilities alongside its retirement‑plan and corporate cash management offerings.