Trilogy Investment Management provides investment supervisory services, where clients establish brokerage accounts and grant Trilogy authority to make trades. Trilogy does not tailor its services to individual needs, nor allow clients to restrict investments. Trilogy's investment process involves screening stocks from the Value Line Investment Survey and researching special situation investment candidates. The firm is owned by Royal Ascot Financial Corporation, which is wholly owned by Bradley A. Tribulato.
Fee Structure
Trilogy Investment Management charges a fee based on the value of your portfolio. The specific fee is determined in your agreement with Trilogy and is subject to negotiation. Fees are billed quarterly in advance and debited from client accounts. Fees are not prorated for contributions or withdrawals during the quarter, but are prorated for terminated accounts. These fees do not include brokerage commissions or other costs charged by custodians or brokers.