Trilogy Investment Management, LLC

Overview

Trilogy Investment Management, LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals, small businesses and institutional clients. The firm charges a percentage-of-assets fee and reports a clear preference for publicly traded equities as the core of its portfolios. Trilogy does not identify as an active ESG investor and is not structured as a capital allocator to third-party alternative managers. Investment activity centers on liquid equity exposure delivered through exchange-traded instruments, supplemented where appropriate with mutual funds. Advisory services emphasize portfolio management rather than pension consulting or multi-state advisory operations. Custodial relationships and the firm’s account footprint suggest a client base made up of a small number of larger accounts rather than a broad retail book.

Assets & Accounts

Public Holdings

Investments & Alternatives