Our philosophy focuses on the rewards of long term investing. We have found that portfolio decisions that are based upon emotion rather than a sound discipline result in a short-term focus that invariably distorts “the view from 30,000 feet.”
Our approach emphasizes asset allocation as the first and most important step in the construction of a client portfolio. Once the risk tolerance and asset allocation parameters are established, rigid requirements are adhered to in the selection investment vehicles. Trident Advisors offers customized portfolio design based on a clear understanding of our client’s goals.