A.F.T. TRIVEST* provides portfolio management on a discretionary, segregated basis.
Our team monitors asset allocation, global geographic and industry sector diversification, and cash call management in order to achieve your goals.
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.
We believe that the most important and relevant benchmark is having portfolio performance that meets life’s goals. We’ve been successfully doing this for over 20 years.
* “AFT” stands for accounting-finance-and-tax.