Trigon Investment Advisors provides investment management and advisory services to U.S. residents and citizens overseas, focusing on international markets and multi-currency alternatives. Trigon offers both discretionary and non-discretionary asset management, managing client assets in separately managed accounts at third-party financial institutions. Trigon's investment strategies are diversified across various asset classes, including equities, fixed income, and alternative investments, with a focus on jurisdictional diversification from the U.S.
Fee Structure
Trigon Investment Advisors charges fees based on a percentage of the value of your portfolio. The fee is calculated quarterly based on the average assets at the start of each month in the quarter. Trigon offers several investment strategies with different management fees for each. Trigon may waive, discount, or negotiate fees at its discretion. Trigon does not have a minimum amount of assets to be managed.