Trivest Investment Advisors
2811 Ponce DE Leon Blvd
Coral Gables, FL 33134-6917
Website:
trivest.com
Firm Size
- Assets Under Management (AUM):$5.6 Billion
- Number of Funds:14
- Employees:86
- Firm Type:Private Equity
- Focus Areas:
Services
Description
TRIVEST Investment Advisors, LLC is a financial advisory firm located in Coral Gables, FL. The company offers a range of wealth management and investment services to individuals, families, and institutions. With a team of experienced professionals, TRIVEST aims to provide tailored strategies to help clients achieve their financial goals.
The firm employs a holistic approach to financial planning, taking into consideration various factors such as risk tolerance, time horizon, and long-term objectives. TRIVEST's services include portfolio management, retirement planning, estate planning, tax management, and asset allocation, among others.
TRIVEST Investment Advisors combines in-depth market research and analysis with a personalized approach to deliver comprehensive financial solutions. Their team prides itself on building long-term relationships with clients based on trust, transparency, and expertise in financial management.
Overall, TRIVEST Investment Advisors, LLC aims to empower clients with the necessary knowledge and guidance to make informed investment decisions and navigate the complexities of the financial landscape.