A complete list of active advisors currently associated with Trilogy Advisors
Warmer can help you find a great advisor at Trilogy Advisors or one who fits your needs even better.
The firm provides investment advisory services to individual clients (including high-net-worth individuals) and to retirement plans. Its brochure describes customized portfolio construction using low-cost mutual funds and ETFs, occasional use of individual stocks, bonds and options, and the use of unaffiliated independent managers when appropriate. The advisor’s stated investment approach emphasizes fundamental analysis and a generally long-term horizon, with periodic rebalancing and position adjustments driven by client goals, risk tolerance and market conditions. The firm also reports that a large portion of its assets are managed on a primarily non‑discretionary basis, meaning clients typically retain final approval of trades rather than ceding full trading authority. What is most distinctive relative to peers is the focus on retirement plan consulting — including vendor analysis, participant education and ERISA 3(21) investment oversight — an offering that is uncommon among similarly sized independent advisors. The brochure also notes the firm is newly established with a small asset and client base and participates in an institutional custody platform that provides operational benefits to the advisor.
To learn more about the advisors currently working at Trilogy Advisors, 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 |
|---|---|---|
Plymouth, MA
| 8
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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