TriVant Custom Portfolio Group is an investment management firm based in San Diego, California, founded in 2003. TriVant Custom Portfolio Group offers customized investment management services on a discretionary basis to individuals and high-net-worth clients. The firm builds diversified portfolios tailored to each client's specific objectives, risk tolerance, time horizon, and tax status, typically investing in stocks, fixed income securities, exchange-traded funds, mutual funds, and cash equivalents. TriVant Custom Portfolio Group employs a top-down style rotation strategy, making asset allocation decisions across stocks, bonds, and cash, and selecting individual securities to align with these targets. Client accounts are held at Charles Schwab & Co., Inc. as qualified custodian. TriVant Custom Portfolio Group does not provide standalone financial planning services and focuses exclusively on portfolio management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.88% |
TriVant Custom Portfolio Group generally charges an annual fee ranging from 0.50% to 0.875% based on assets under management. Fees are negotiable under certain circumstances.