TriVant Custom Portfolio Group (TCPG) provides customized investment management services to individuals and high net worth clients. TCPG invests client assets in stocks, bonds, exchange traded funds (ETFs), mutual funds, and cash equivalents based on the client's investment objectives and risk tolerance. Clients have accounts in their name custodied at Charles Schwab & Co, Inc. TCPG receives authority to make buy and sell decisions on their accounts in order to build appropriate portfolios that we believe have the best chance of accomplishing our client’s goals.
Fee Structure
TriVant Custom Portfolio Group (TCPG) charges an annual management fee based on a percentage of the value of your portfolio, ranging from 0.5% to 0.875%. This fee is calculated and charged quarterly. If you open or close an account mid-quarter, the fee will be adjusted accordingly.