TRICORD WEALTH ADVISORS

Overview

Tricord Wealth Advisors operates as an independent registered investment adviser serving individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and it appears to run a client-facing advisory model that emphasizes advice and planning rather than large-scale proprietary product pushing. Tricord is not positioned as a capital allocator to private funds; its approach centers on liquid, exchange-traded instruments and pooled vehicles that are easy to implement and monitor. Investment preferences show a tilt toward exchange-traded equities and mutual funds as the primary building blocks of client portfolios. The firm is not an active ESG investor, and it does not present as a multi-state RIA. An insurance company affiliation is noted, which suggests insurance-based planning and products may be part of the solutions offered alongside securities-based strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices