Trigon Investment Advisors Ag

Overview

Trigon Investment Advisors Ag is a small, corporate-structured registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm operates with a fee model that mixes a percentage-of-AUM charge with performance-based fees, and it appears to act primarily as an allocator to third‑party managers rather than running its own pooled funds. Trigon is not an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on using outside alternative managers alongside traditional fixed income instruments. The firm’s mix of discretionary and non‑discretionary mandates suggests it runs actively managed portfolios for clients who authorize trading while also servicing accounts where clients retain trading control. The use of performance fees and allocations to private equity, venture capital, hedge funds, real estate and digital currency indicates a willingness to pursue higher-return, less liquid strategies where appropriate for client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices