Triasima Portfolio Management Inc. builds custom investment portfolios for clients based on their specific needs and financial goals. Triasima uses a "Three-Pillar Approach™" combining fundamental, quantitative, and trend analysis. Triasima provides investment advice to institutional clients, family offices, trusts, estates, and individuals. Triasima's investment advice is limited to equities and fixed income securities.
Assets Under Management$1B
Clients66
AdvisorsN/A
Avg. per Client$16M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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