A.F.T. Trivest is an independent investment counseling firm providing discretionary investment management on a segregated basis. What does A.F.T. stand for? Accounting, Finance, and Tax. We have the expertise and experience to take all three factors into consideration when building and monitoring your portfolio. Our concept is to deliver an integrated approach to the stewardship of wealth, by adding tax-smart investing principles, modular and long-term financial planning, as well as estate planning. How do we measure success? We believe that the most important and relevant benchmark is having portfolio performance that meets life’s goals. At A.F.T. Trivest we've been successfully doing this for over 20 years.
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For over 20 years, we’ve provided integrated financial advice to help our client's achieve their goals. We’re large enough to deliver this breadth and depth of advice, but small enough that you get direct access to senior advisors.