Company Information

Get to know Trivant Custom Portfolio Group

Founded in 1999, Trivant Custom Portfolio Group is a fee-only investment management firm registered with the U.S. Securities and Exchange Commission. The company's mission is to provide objective investment management services by constructing and managing personalized portfolios tailored to each client's specific financial goals and risk tolerance. They emphasize a disciplined investment approach, utilizing a combination of low-cost passive index funds and select actively managed funds, while acting as a fiduciary for their clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Trivant Custom Portfolio Group

United States

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.