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Our mission is to declutter your life by guiding you past the complexities, straight to what your money means to you.

Financial Advice

How does it work, and how can we make it work for you?

Sure, financial planning means crunching numbers, integrating information, and identifying appropriate service providers to address your range of requirements. At Troika Capital, financial planning is also the highly personalized act of getting to know you.

  • Resolve your most pressing financial questions.
  • Seize the opportunities available to you.
  • Lean into the efforts that are worth your while.
  • Let go of the ones that aren’t.

How Else Can We Help You

Combining experience with empathy,
we’ve got you covered:

SAVINGS AND INVESTING
TAX PLANNING
INSURANCE AND RISK MANAGEMENT
DEBT MANAGEMENT
STOCK OPTIONS
BUSINESS SUCCESSION
INHERITACES
COLLEGE SAVINGS
RETIREMENT PLANNING
ESTATE PLANNING

Evidence-Based Investing

As financial professionals, we are fascinated by the science of investing.

It’s one of our favorite subjects! But perhaps you’re not as keen as we are on covering every particular. Maybe you just want to know: How can I earn decent investment returns, and spend less time worrying about it? The answer is the same either way: evidence-based investing.

Our end goal is simplicity—for you.

We get there through a highly disciplined investment approach that:

Incorporates

time-tested evidence on how global markets have delivered aggregate, long-term returns.

Structures

your low-cost portfolio to capture future expected returns accordingly, tailored for your personal financial goals and appetite for investment risk.

Prepares

you to stay the course over time, ignoring the market’s costly distractions, and focusing on the portfolio management strategies that matter the most to your wealth.

Learn more about evidence-based investing
Six reasons to hire Troika Capital Advisors

FAR-REACHING WEALTH MANAGEMENT

While financial planning and evidence-based investing can take you far, they’re more focused on the “how” than the “why” of your wealth.

Wealth management is about your bigger picture. We begin by understanding what you and your family are all about:

  • Family and community
  • Personal interests
  • Professional pursuits
  • Values and causes
  • Goals and concerns
  • Health and wellbeing

Next, We Connect Your Wealth With Your “Why”:

Identifying

what you’ve got to save, invest, spend, and eventually bequeath to loved ones.

Organizing

your assets into the right accounts in the right places.

Prioritizing

the steps that matter the most, and deciding when to take them.

Are you ready to advance your financial interests with greater confidence, and invest with greater intent?

Fee structure

100% Fee-Only Wealth Management

Troika’s fee structure is transparent, competitive, and easy to understand. Because we aren’t incentivized by hidden revenue streams or required to hit certain quotas, our fees are lower than brokerage firms and include all ongoing, comprehensive financial planning and investment management services. Simply put, we don’t make more money by ‘selling’ you certain funds and additional services.

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Trust

With our fee-only model and fiduciary duty, we don’t sell products or accept any commissions.

As a fiduciary, it is our legal duty to act solely in your best interests. Our clients are our only source of revenue, and our fee is based solely on the value of your asset under our management. When it comes to our partnership with you, our success is dictated by your success.

TOTAL ASSETS UNDER MANAGEMENT
$250,000 – $1,000,000
$1,000,001 – $3,000,000
$3,000,001 – $5,000,000
Above $5,000,000

ANNUAL FEE
0.85%
0.75%
0.65%
Negotiable