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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