Tricord Investment Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 131613
- Website
- www.tricordadvisor.com
- Custodians
- FOLIO INVESTMENTS, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals53.57%
- HNWI46.43%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tricord Investment Advisors, Inc. is a small, privately owned investment advisory firm that serves individual and family clients. The firm operates on a percentage-of-assets fee model and combines portfolio management with insurance brokerage activities. Its advisory mandate focuses on discretionary management for individuals and small businesses rather than institutional or pension work. Tricord does not describe itself as an ESG investor and is not positioned as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- US Government Bonds25%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Lawrence Mcdonald
PresidentCRD 2678618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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