Financial Advisor Houston - 713-661-1040
Financial Advisor Houston: FinancialAdvisorHouston.com: Our firm provides Investment Management, Retirement Planning and Family Office Services to private clients in Houston, Texas

What We Do - The 5 Keys to Investment Success

Trippon Wealth Management Group is an investment advisory firm that helps a select group of clients make smart decisions about their money. James Trippon, the principal of the firm, has worked with over 1,000 highly successful businessmen and women in his career. He understands the unique needs of accredited investors, and has developed a specialized practice working with these well-heeled clients.
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Our firm is dedicated to developing long-term client relationships built upon a foundation of integrity, trust and service. We dedicate ourselves to laser-like focus on your investment goals, which helps create a quality of life that reflects your true core values.

Trippon Wealth Management Group specializes in the following:

  • Investment Management Services
  • Financial Planning Services
  • Retirement Planning Services
  • Family Office Services

Our clients rely on us for our financial expertise and our dedication to providing the highest level of customer service. If you have a need which falls outside of our area of expertise, we turn to our hand-selected network of financial professionals, allowing us to offer a full range of services.

Our Investment Philosophy

We believe there are five key components to achieve investment success. No matter which direction the markets are headed, we work with you to employ these fundamental philosophies:

  • Diversification - Properly diversified portfolios across asset classes enable you to achieve the maximum level of expected return, based on your level of chosen risk tolerance.

  • Lower Volatility - We design portfolios with the lowest volatility possible to achieve your stated financial goals and objectives. Portfolios built to experience lower volatility often enable you to quickly increase your wealth.

  • Global Diversification - Global investment markets have continued to strengthen, creating new opportunities for domestic investors. By including global assets within your investment portfolio, you effectively reduce investment risk associated with U.S. equity markets, as the two markets often don’t move in parallel.
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  • Varied Investment Approaches for Changing Markets - We design investment portfolios with the capacity to adapt as market environments shift. This allows you to capture positive market movements while hedging against market declines.

  • Efficient Investment Portfolios - We calculate your personal “efficient frontiers” by evaluating your risk tolerance, your expected portfolio return, correlation efficient and standard deviation. An efficient frontier represents a portfolio which captures the maximum level of expected return for any given level of investor risk tolerance.

Our investment philosophies were designed to not only facilitate an initial successful relationship, but to accommodate life’s changes as they occur throughout our relationship.

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!