Portfolio Management
TrilogyCapital builds investment models based on risk-conscious asset selection which allows our clients to invest based on their preferences for volatility, management style, and long-term performance potential. We believe that long-term success is the product of prudent asset allocation managed through diversified portfolios.
CONTINUITY PORTFOLIO SERIES is the asset management arrangement by which we oversee long-term held assets such as fee-based annuities, REITs and bond ladders. CONTINUITY PORTFOLIOS will often be unique to the investor but require less active management due to the buy-and-hold strategy.
There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss.
*Measures the difference between a portfolio’s actual returns and its expected performance, given its level of risk as measured by Beta. A positive (negative) Alpha indicates the portfolio has performed better (worse) than its Beta would predict.