Tran Capital Management, L.P.

Tran Capital Management manages investment portfolios for individuals, taxable and retirement accounts, corporate and union pension plans, charitable foundations, and academic endowments. The firm focuses primarily on domestic equity strategies, including Multi-Cap Growth, Multi-Cap Balanced, Partners Strategy, and Sustainable Growth. Tran Capital Management utilizes a fundamental research approach to select securities such as common stocks, preferred stocks, corporate and municipal bonds, U.S. government securities, and options contracts. Clients can impose specific restrictions on certain securities or asset percentages. The firm operates on a discretionary and non-discretionary basis and participates in various wrap fee programs and model portfolio platforms.