Company Profile

Trivant Custom Portfolio Group

Company Overview

We provide investment advice and financial planning services to individuals, families, non-profit organizations, and businesses. We have a generalist business model that allows all the investment professionals, at Trivant, to participate in research, portfolio management and marketing.

Company History

Dan Laimon and John Barber started Trivant in 1993 and their RIA has grown to manage nearly $250,000,000 in AUM.

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  • 1 day ago

    Investment Professional

    Trivant Custom Portfolio Group - San Diego, CA, United States
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    Salary: $100,000+ ; $60,000 salary + quarterly bonus based on firm-wide revenue, benefits. Opportunity for ownership. Experienced investment professional who is excited to do investment research, work with a portfolio management team, participate in sales, marketing and all other aspects of an RIA business.

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