A complete list of active advisors currently associated with Trillium Square Advisors LLC

Warmer can help you find a great advisor at Trillium Square Advisors LLC or one who fits your needs even better.

The firm works primarily with individual and high‑net‑worth clients and also provides advisory services to small businesses, retirement plans and other institutional clients. Its service menu includes ongoing portfolio management, comprehensive and modular financial planning, retirement plan advisory (including participant education), private fund consulting, and corporate cash‑management services. Investment decisions combine fundamental, technical and cyclical analysis with quantitative tools and algorithmic‑trading expertise; the firm describes active, multi‑strategy management that can employ long/short positions, leveraged ETFs, options (including covered calls) and hedging techniques. Portfolios are constructed using methods such as risk‑parity and mean‑variance optimization, may be managed on a discretionary basis, and the firm may engage Independent Managers for portions of client assets. Compared with many peers, the brochure discloses several uncommon features: the firm offers complimentary educational workshops, provides private fund and software‑systems consulting, and its representatives are licensed insurance agents who may receive commission compensation. The firm is also explicit about using performance‑based fee arrangements for qualified clients (with a high‑watermark provision) and operates as a small supported adviser team managing roughly $43 million for about 60 clients.

To learn more about the advisors currently working at Trillium Square 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.