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.

Founded in

United States