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