Our Work Flow
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 and must always put out 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,
Frequently Asked Questions
Are you a fiduciary? By law, must you put my interests above your own at all times?
If you answered 'No' to question 1, why not? If you answered 'Yes', will you put it in writing?
How do you get paid?
We charge a quarterly assets under management fee that is paid directly from our client' accounts. We never take commissions or third party considerations. No conflicts of interest.
How much do you get paid from providing me your services?
Are there any other potential costs to owning the products you recommend, i.e. surrender charges?
Do you offer no-load, commission free options?
What is your investment and risk management methodology?
We manage our portfolios with an asset allocation strategy coupled with consistent portfolio rebalancing. We NEVER use expensive, poorly performing annuity products. We believe annuities are also antiquated and unnecessary.
Do you ultimately work for me or the company you represent?
We are a fully independent firm. Trivelloni Asset Management ONLY works for you.
Do you own the same investments you will be recommending to me?
Yes. We invest in the same investment company ETFs and mutual funds as our clients.
Do you have a clean regulatory record?
Clean as a whistle.
Antonio Trivelloni, MBA, RFC®
President, Portfolio Manager
25 North Main Street
Mount Clemens, MI 48043