Triangulated Capital Management (TRICAP) provides portfolio management using both qualitative and quantitative analysis. TRICAP uses strategies including traditional asset allocation, process-oriented asset allocation, thematic investing, and discretionary trading, influenced by macro factors. TRICAP primarily invests in publicly traded stocks and ETFs. TRICAP also offers financial planning services regarding retirement plans and consulting services in the form of custom research.
Assets Under Management$4M
Clients13
Advisors1
Avg. per Client$310K
Avg. per Advisor$4M
Fee Structure
Investment management only (planning not offered)
TRICAP charges an annual management fee for portfolio management services:
- 0.75% for traditional portfolio management
- 1% for non-traditional portfolio management
Fees are calculated quarterly and deducted from the client's account. Fees may be waived or reduced for certain investors.
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