A complete list of active advisors currently associated with Trinchera Investments, LLC

Warmer can help you find a great advisor at Trinchera Investments, LLC or one who fits your needs even better.

Trinchera is a newly formed advisory firm that intends to serve individuals (including both non-high-net-worth and high-net-worth clients), families, trusts and estates, and small businesses. The firm’s brochure describes a suite of services including discretionary portfolio management, a non‑discretionary consultive wealth‑management program, comprehensive and ongoing financial planning, hourly planning, and consulting/project‑based engagements. The firm describes an investment process that blends fundamental and technical analysis with strategic asset allocation, tactical adjustments, and use of ETFs, mutual funds, and individual securities as portfolio building blocks. Services are tailored via an Investment Policy Statement and include scheduled quarterly reviews and annual comprehensive reviews, with discretionary trading only for clients who execute a discretionary agreement. Several features in the brochure are relatively uncommon for firms in this regulatory category: Trinchera explicitly offers both hourly and fixed‑fee financial planning alongside AUM and flat household billing, and it documents service terms for both non‑discretionary and discretionary portfolio management for individual and small‑business clients. The brochure also discloses that the firm has not yet begun managing client assets, does not sponsor private funds, and provides options for either direct fee debits from custodial accounts or invoiced billing while leaving proxy‑voting to clients unless delegated.

To learn more about the advisors currently working at Trinchera Investments, 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.