The Trident Managed Allocation Program is a service that is designed for the investor who seeks to manage wealth based upon a defined action plan. The program emphasizes goal-based planning and a style allocation strategy that is tailored to the risk tolerance of the client.

We utilize independent allocation models in order to develop the optimal mix of asset class, equity management style and diversification. Third-party portfolio managers are carefully screened and selected based on strict criteria and compatibility with client goals. Each portfolio is monitored daily and balanced at least semi-annually to ensure compliance with the original strategy.