Tricord Investment Advisors, Inc.

Overview

Tricord Investment Advisors, Inc. is a small, corporation-structured advisory firm that serves individual and family clients with portfolio management services. The firm operates as a non-independent retail RIA owned by an individual and charges clients on a percentage-of-assets basis. Its advisory focus is direct portfolio management for individuals and small businesses rather than institutional or pension consulting work. Tricord does not identify as an active ESG investor and is not positioned as a capital allocator to multiple external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices