ARE YOU CONFUSED ABOUT WHOSE AGENDA YOUR STOCKBROKER OR REGISTERED REPRESENTATIVE FOLLOWS?

WE NEVER ACCEPT COMMISSIONS OR THIRD PARTY CONSIDERATIONS. WE ONLY GET PAID BY YOU, THE CLIENT.

YOUR FINANCE DEPARTMENT

If you own a small business, you owe it to yourself to hire a fully independent advisor to handle your company retirement plan. You can rest easy knowing a FIDUCIARY is your plan’s servicing advisor.

TAKE CONTROL OF YOUR RETIREMENT

Try our fun and exciting financial calculators. Find out where you stand, where you want to go and how we can help.

TRANSFORM YOUR INVESTMENTS

Loaded mutual funds,
proprietary products and expensive annuities are OUT! Trivelloni Asset Management only uses no-load,
commission free investment vehicles. This means that more of your money is working for you.

FINANCIAL PLANNING SERVICES

How much do I need to save for retirement? Can I buy a new house? Should I consider long-term care insurance? At what age can I retire? We hear these, and more, all the time. Trivelloni Asset Management, and our referral partners, stand as a resource for all your financial planning needs.

GET A FREE PORTFOLIO ANALYSIS

Contact us for a free portfolio analysis. An independent second opinion is only a click away.



Community Involvement

The President of the company, and his team, believe in community involvement. Here are some of their endeavors.

Macomb Family YMCA Board of Directors

Macomb Family YMCA Annual Campaign Chairman

Macomb Family YMCA Golf Outing Committee

Macomb Family YMCA Golf Outing Major Sponsor

Macomb Family YMCA “Chairman’s Level” Donor

University of Detroit Mercy Cal Club

University of Detroit Mercy Men’s Soccer Booster

University of Detroit Mercy Men’s Soccer Identification

Macomb County Feeding The Need Board Member

Macomb County Feeding The Need Donor

Nationals Soccer Tryout Sponsor

Love Centers International Golf Outing Major Sponsor

Michigan State University MBA Alumni Association Donor

Michigan State University MBA Golf Outing Sponsor

Michigan State University Men’s and Women’s Soccer Donor

Michigan State University Soccer Golf Outing Major Sponsor

Smile Chain Sponsor

Smile Chain Donor

Smile Chain Southeast Asian Mission Trip Member

Smile Chain Southeast Asian Mission Trip Donor

Parkway Christian School “Parkway International Fun Fest” Major Sponsor

Henry Ford II Booster Club Golf Outing “Grand Slam Sponsor”

Mount Clemens Downtown Development Authority Winter Festival Sponsor

WHY TRIVELLONI?

We Are A Fiduciary

Trivelloni Asset Management is a fully independent, Registered Investment Advisor. As a Registered Investment Advisor, we are a fiduciary by law. We must always put our clients’ interest above our own.

We Are Fully Independent

Trivelloni Asset Management is a fully independent Registered Investment Advisor. Being fully independent gives us the freedom and flexibility to properly serve our clients needs with NO CONFLICTS OF INTEREST

We Are Fee Only

Trivelloni Asset Management is a commission free, Fee-Only Registered Investment Advisor. Our compensation is based on a small percentage of our clients’ account value,
deducted quarterly.

Antonio Trivelloni, MBA, RFC®

President, Portfolio Manager

25 North Main Street
Mount Clemens, MI 48043

586.665.8805

antonio@trivam.com