A complete list of active advisors currently associated with Triton Investments, LLC
Warmer can help you find a great advisor at Triton Investments, LLC or one who fits your needs even better.
Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients and also lists corporations or business entities among its clients. The firm manages approximately $17.0 million in client assets across two advisors and documents client objectives in individualized Investment Policy Statements as the basis for ongoing portfolio oversight. The firm’s investment approach emphasizes modern portfolio theory, long-term trading, and a preference for passively managed index ETFs, with an active rebalancing process that considers portfolio drift, client profile changes, and ETF premium/discount to NAV. Triton requires clients to custody assets at Charles Schwab Advisor Services, produces quarterly account reporting, and tailors model allocations to client-imposed restrictions when necessary. What distinguishes Triton from many peers is a stated outside-business affiliation: one principal is a licensed real estate agent and owner of Atlas Rental LLC and may offer real estate-related products or advice to clients, a relationship disclosed as a potential conflict of interest. The firm also notes the use and presentation of performance information in its materials — including hypothetical or predecessor-type performance alongside the standard “past performance is not indicative of future results” caution — and it serves corporate/investment-company clients while not engaging third‑party sub‑advisers.
To learn more about the advisors currently working at Triton 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.
Name |
Location |
Years of experience |
|---|---|---|
Bismarck, ND
| 8
| |
Blaine, MN
| 6
| |
Bismarck, ND
| 6
|
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