TRISPERITY ADVISORS, LLC

Overview

Trisperity Advisors, LLC is an independent registered investment adviser formed in 2018 that serves individual and family clients. The firm combines financial planning with discretionary portfolio management, charging clients by a percentage of assets under management and, where appropriate, hourly or fixed fees. Equity exposure is the central feature of its portfolios: exchange-traded equities make up the vast majority of investable assets and are used as the primary implementation vehicle for core allocations. For areas outside the public equity core, the firm relies on third-party managers and off-platform structures to add real assets and energy exposure. Trisperity does not identify as an active ESG investor and operates under a single-state registration model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices