A complete list of active advisors currently associated with Troika Investment Advisors, LLC

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

Troika Investment Advisors provides fee-only portfolio management and limited consulting services for individuals, trusts, estates and charitable organizations, managing both equity and fixed-income allocations. Clients may also engage the firm for targeted advice such as asset-allocation reviews or assessments of third-party advisors. The firm relies on fundamental analysis and a “growth at a reasonable price” equity style, typically constructing individually managed portfolios of roughly 20 large-cap, high-quality, often dividend-paying stocks alongside bond ladders. Troika emphasizes a long-term investment horizon, relatively low turnover, and implements written client restrictions while managing accounts on a discretionary basis. Notably, Troika includes charitable organizations among its client types, which is uncommon for independent advisers in this category, and operates with a modest asset base and small client roster. The firm’s manager holds the Chartered Financial Analyst designation, provides quarterly account reporting and a periodic newsletter, does not take custody of client assets, and leaves broker selection to clients.

To learn more about the advisors currently working at Troika Investment Advisors, 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.