Our investment philosophy centers on fundamental research, disciplined valuation, and long-term value creation. We focus on high-quality companies with sustainable competitive advantages, strong management teams, and attractive growth prospects. Our approach combines bottom-up security selection with top-down macroeconomic analysis to build diversified portfolios designed to weather various market environments.

For our private wealth management services, we typically work with clients with a minimum of $2 million in investable assets. For institutional clients, minimums vary by strategy but generally start at $10 million. We offer some pooled investment vehicles with lower minimums for investors seeking access to specific strategies.

Environmental, Social, and Governance (ESG) factors are integrated throughout our investment process. Our research analysts evaluate material ESG risks and opportunities for all companies under coverage, incorporating these assessments into our fundamental analysis and valuation models. We engage with company management on ESG issues and participate in collaborative investor initiatives to promote sustainable business practices.

Clients receive comprehensive performance reports quarterly, approximately 15 business days after quarter-end. These reports include detailed portfolio performance, attribution analysis, and market commentary. Additionally, clients have 24/7 access to our secure client portal where they can view portfolio holdings, performance, and transaction history in real-time.

What sets Trillion Wealth apart is our combination of deep fundamental research expertise, institutional-quality investment process, and highly personalized client service. Unlike many firms, our portfolio managers are directly involved in research and security selection, ensuring alignment between research insights and portfolio decisions. We maintain a long-term perspective while actively managing risks, and our fee structure is transparent and aligned with client success.