Triumph Investment Advisory Group, LLC

Triumph Investment Advisory Group provides fee-based investment advisory and money management services to individuals, high-net-worth individuals, trusts, and charitable entities, and offers financial planning and retirement planning in addition to portfolio management. The firm describes itself as a fee-only advisor and conducts intake through interviews and questionnaires to tailor written plans and reports to client objectives.

Triumph’s investment approach blends a value orientation with attention to growth opportunities and employs fundamental, technical, quantitative, and computer-based methods to construct portfolios and model equity strategies. The firm may implement long-term buy-and-hold, strategic or tactical asset-allocation approaches and, where appropriate, uses option strategies (including covered calls and puts) and separate account managers to meet client objectives.

Compared with many peers in its regulatory category, Triumph routinely offers educational seminars open to clients and non-clients and provides written quarterly portfolio reporting; it also makes individualized financial planning available on an hourly or set-fee basis. The brochure notes that Triumph may recommend other investment managers or separate-account managers when beneficial and discloses that it does not receive remuneration from those managers.