Tringle JR., John R.

Overview

John R. Tringle Jr. operates a small, client-focused sole proprietorship that manages portfolios for individuals and families. The firm charges clients on a percentage-of-assets basis and concentrates on discretionary portfolio management for individuals and small businesses. Beyond portfolio management, John R. Tringle Jr. produces written material and runs educational seminars or workshops, indicating a practice that combines hands-on investment management with client education and periodic communications. Investment activity centers on a mix of traditional holdings and non-standard allocations. The firm reports a large portion of its assets classified as "Other," suggesting meaningful exposure to instruments or wrappers outside core equity and bond mutual funds (consistent with reported allocations to annuities, corporate debt and alternative fund managers). The adviser is not positioned as an ESG investor and is set up as a single-state, individual owner practice.

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Investments & Alternatives

Location & Offices