Trivant Custom Portfolio Group, LLC
Trivant Custom Portfolio Group, LLC is a registered investment adviser founded in 2003 and headquartered in San Diego, California. The firm offers customized discretionary investment management services primarily for individuals and high-net-worth clients. With a team of 4 employees, Trivant provides tailored portfolio solutions and financial advice, working closely with clients to understand their unique investment goals and objectives, with all client accounts custodied at Charles Schwab & Co., Inc.
Investment Strategy
Trivant Custom Portfolio Group, LLC employs a customized, discretionary approach to investment management, constructing portfolios tailored to each client's objectives, risk tolerance, time horizon, tax status, and liquidity needs. The firm invests primarily in stocks, fixed income securities, ETFs, mutual funds, and cash equivalents, seeking to achieve the best possible outcomes based on detailed client profiles. Advisors work closely with clients to set and regularly review investment guidelines and strategy, making buy and sell decisions with discretionary authority to accomplish the specific goals of each client.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.11% | $12.9M | 63,057 | $165.09 | $205.17 | -$1.2M |
N NVDA | NVIDIA CORP | 5.84% | $10.6M | 67,310 | $49.71 | $157.99 | +$3.1M |
M MSFT | MICROSOFT CORP | 5.31% | $9.7M | 19,437 | $292.94 | $497.41 | +$2.2M |
U USIG | ISHARES BROAD USD | 4.91% | $8.9M | 173,697 | $51.43 | $51.44 | -$14.4K |
S STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 3.66% | $6.7M | 64,696 | $100.00 | $102.91 | +$369.8K |