RED TRIANGLE, LLC

Overview

Red Triangle, LLC is an independent registered investment adviser run as an individually owned firm that focuses on serving individuals and families. Its advisory services center on financial planning and discretionary portfolio management for both personal and small-business clients, and it also offers selection of third-party advisers when appropriate. The firm's mandate favors equity-oriented portfolios, using exchange-traded equities as the primary building blocks while supplementing portfolios with mutual funds and private-market exposures where they add value. Fee arrangements are flexible: Red Triangle charges a percentage of assets under management and also uses hourly and fixed fees for planning or non-discretionary work. The firm does not position itself as an active ESG investor and is not presented as a multi-state or pension consultant specialist. As a capital allocator, it integrates outside alternative managers for specific private placements and real estate opportunities when those strategies fit a client’s objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices