Portfolio Management
TrilogyCapital builds investment models based on risk-conscious asset selection which allows our clients to invest based on their preferences for volatility, management style, and long-term performance potential. We believe that long-term success is the product of prudent asset allocation managed through diversified portfolios.
SLEEVE PORTFOLIO SERIES is the family of investment strategies focused on portfolios for smaller accounts and automatic investment plans. These strategies are designed for investors who cannot meet the minimums for the CORE SERIES and would still like access to a globally-invested, actively-rebalanced strategy.
CONTINUITY PORTFOLIO SERIES is the asset management arrangement by which we oversee long-term held assets such as fee-based annuities, REITs and bond ladders. CONTINUITY PORTFOLIOS will often be unique to the investor but require less active management due to the buy-and-hold strategy.
There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss.
*Measures the difference between a portfolio’s actual returns and its expected performance, given its level of risk as measured by Beta. A positive (negative) Alpha indicates the portfolio has performed better (worse) than its Beta would predict.