Trimaran Capital

Trimaran Capital provides discretionary portfolio management, financial planning and pension consulting to individuals and families, retirement accounts, trusts, nonprofits, foundations and certain institutional clients. The firm constructs individualized investment policy statements and manages portfolios using common stocks, individual fixed income securities, ETFs, mutual funds, REITs and publicly traded alternative exposures.

The firm’s investment process emphasizes fundamental analysis—seeking companies with strong cash flows, reasonable valuations and growth prospects—while using technical/charting analysis as a secondary overlay and asset allocation to build balanced or all-equity portfolios as requested. Portfolios are tailored to each client, documented in an Investment Policy Statement, and managed with discretionary authority when granted, with periodic monitoring and quarterly reporting.

What is distinctive about Trimaran is its documented use of derivatives and other alternative techniques in separately managed accounts for certain clients, including options strategies (covered, uncovered and spreads), short sales and inverse funds, applied in limited situations and subject to client agreement and restrictions. As a small, independent adviser with a two-advisor team managing roughly $72 million, the firm emphasizes bespoke portfolio construction and has written policies addressing trading allocation, conflicts of interest and client-imposed restrictions.