TRIGOFI

Overview

Trigofi operates as a small, individually owned limited liability company focused on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and does not position itself as an ESG-active or multi-state adviser. Filings classify Trigofi as unclassified, and its business activity centers on direct client advisory work rather than pension consulting or running separate capital-allocation strategies. Investment activity is centered on equity exposure, with a stated preference for non-exchange-traded equities. That emphasis suggests a tilt toward less liquid, privately held or restricted-equity positions rather than a broad public-market, passive ETF approach. Trigofi reports using mutual funds as part of its investment toolset and also indicates engagement with third‑party alternative investment managers, though the specific managers or funds are not listed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices