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Our Investment Philosophy

Although we take a very personal approach to our service, when it comes to investing TriStar is the definition of methodical. We leave our emotions at the door. Our investment solutions are driven solely by our disciplined and objective approach to what will get our client’s the result needed. We construct our portfolios predominantly on a risk management focus. By clearly defining and understanding not only client specific risk, but economic risk, we are better suited to deliver the appropriate solution.

With risk being the driver behind our investment selection process, we then match and scale combinations or active and passive investment strategies to create a goal oriented yet risk adjusted portfolio to meet the needs of the client. The portfolios we construct are fundamental in nature which provides us with a lower overall risk adjusted return.

Our open architecture structure allows us to offer you the gambit of investment possibilities. At TriStar we have no allegiance to any one brand or investment company. Our allegiance lies with those investments that will give you the best chance of realizing your goals. The types of investments in our universe include:

  • Mutual Funds
  • ETFs
  • Separately Managed Accounts
  • Alternatives
  • Non-Traded REITS
  • Annuity
  • Stocks
  • Bonds
  • Options
  • Currency
  • Money Markets