We manage equity portfolios for individual accounts.  We purchase equities that we intend to hold in our portfolios for several years which allow us to avoid two major disadvantages that substantially diminish results: transaction costs and taxes.  This low turnover and long-term focus make our investing style suitable for taxable investors.  Trivium principals personally manage each investment portfolio, and work directly with clients to help insure that the individual portfolio is in line with the client’s overall individual financial plan. Our minimum investment for individual accounts is $250,000.

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