Financial Advisor Houston - 713-661-1040
Financial Advisor Houston: Our investment management services are built upon Trippon Wealth Management Group's five core philosophies, which include…Diversification, Lower Volatility, Global Diversification, Varied Investment Approaches for Changing Markets, and Efficient Investment Portfolios.

Investment Management Services

Trippon Wealth Management Group acts as a trusted advisor on all aspects of our client's financial lives, including investment management. We are committed to developing long-term client relationships, built upon a solid foundation of integrity, trust and service. We focus on allowing our client's to live a life which reflects their core values through the development and implementation of investment management strategies.

Trippon Wealth Management Group works with accredited investors, including individuals, corporations, family offices and non-profit organizations. An accredited investor can generally be defined as someone with a minimum investable asset base of $1 million and an income exceeding $200,000 annually. We work with individual families, corporations, trusts, family offices, and pension plans.
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Our investment management services are built upon Trippon Wealth Management Group's five core philosophies, which include:

  • Diversification - Properly diversified portfolios allocate assets across multiple asset classes as outlined by the client's asset allocation. As an investment philosophy, asset allocation enables clients to achieve the maximum level of return given their chosen level of accepted investment risk.

  • Lower Volatility - Portfolios built to experience lower volatility often enable clients to create increased wealth. We focus on designing portfolios with as little volatility required to achieve their stated financial goals and objectives.

  • Global Diversification - Global investment markets have continued to strengthen. Including global assets within an investment portfolio work to effectively reduce the investment risk associated with U.S. equity markets, as the two do not move in parallel.

  • Varied Investment Approaches for Changing Markets - We partner with our clients to develop portfolios designed to adapt as market environment shift, allowing them to capture positive market movements and to hedge against market declines.

  • Efficient Investment Portfolios - An investor's efficient frontier refers to a portfolio which captures the maximum level of return for any given level of accepted investment risk. We calculate our client's efficient frontier by analyzing their expected portfolio return, correlation efficient of each asset class and standard deviation.

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Our clients may engage Trippon Wealth Management for hourly consultations, financial planning analysis or portfolio management. Our fee for portfolio management is calculated as a percentage of the assets we manage, and our minimum fee for this service is $10,000 per year.

Please refer to our Form ADV for a more detailed explanation of our investment management fees.

Give us a call at 713-661-1040 and let's start a conversation on how we can put our experience to work for you, TODAY!