Antonio Trivelloni, MBA, RFC®

Antonio Trivelloni is the President and Founder of Trivelloni Asset Management. Antonio started
this company to offer investors an alternative to the commission based, salesperson approach
to financial planning too often found in the industry.

Before starting his company, Antonio spent seventeen proud years as an educator in the Detroit,
Michigan area. Although he was a dedicated teacher, he has always had a keen interest in
capital markets and financial planning concepts. Through his financial research he discovered
that most school districts’ 403(b) retirement offerings were largely based on commissioned
products of very poor quality. Client-centered investment advice was not to be found. In an
effort to combat this problem, Antonio left his teaching post and started Trivelloni Asset

He earned his Bachelor of Arts Degree from the University of Detroit Mercy, a Master of Arts
Degree from Saginaw Valley State University, a Master of Business Administration Degree from
Michigan State University, and a Registered Financial Consultant designation from the
International Association of Registered Financial Consultants. He also holds three National
Coaching Licenses awarded by the US Soccer Federation. He has a functional mastery of both
Italian and Spanish. His golf game, however, is terrible.

Antonio currently sits on the Board of Directors for the Macomb Family YMCA and Macomb
Feeding the Need. He is a member of Compass Macomb Christian Business Ministry, Elite
Success Partners, the Detroit Athletic Club, and Business Networking International. He is an
Athletic Booster for University of Detroit Mercy Soccer and Michigan State University Soccer.
Antonio’s family participates in Samaritan’s Purse, Lutheran World Relief, N.O.A.H. lunch
making, and other charitable endeavors through American Lutheran Church, their home parish.

Antonio lives in the Detroit metropolitan area with his wife, Dr. Jill Trivelloni, and three children,
Nino, Silvia, and Lidia. He enjoys attending Church with his family, carting his kids around to soccer
events, and teaching them the ups and downs of personal finance.

How I Can Help

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’ interests above our own. Incredibly, stockbrokers and insurance agents DO NOT always have to act as fiduciaries. We however, embrace our fiduciary duty and believe it is the only way to properly serve our clients’ best interests.

Antonio Trivelloni, MBA, RFC®

President, Portfolio Manager

25 North Main Street
Mount Clemens, MI 48043