Trimon Capital

Trimon Capital provides discretionary portfolio management to pooled and institutional clients and also offers advisory services to individuals, charitable organizations, and businesses using model portfolios and integrated planning (risk, tax, retirement, and estate considerations). The firm documents client objectives in individualized Investment Policy Statements and generally implements advice through model allocations ranging from aggressive growth to conservative income.

The firm’s investment approach combines technical, fundamental and cyclical analysis with Modern Portfolio Theory to construct diversified model portfolios and may use both long- and short-term trading techniques, including option writing. Trimon explicitly discloses use of derivatives — options and futures — and notes it may employ these instruments in separately managed accounts and engage in frequent trading when deemed suitable.

Noteworthy aspects relative to peers include the firm’s provision of client education via seminars and participation in custodian-sponsored educational conferences, a service model that is uncommon among similar investment managers, and its explicit capability to use derivatives in managed accounts. The firm is newly registered and operates as a compact advisory practice whose senior investment professional brings institutional emerging‑markets portfolio management experience along with CFA and advanced legal and finance credentials.