How Can We Help

 

Every individual and organization has unique circumstances. With our financial services that we have to offer, we craft each financial plan and investment portfolio according to our clients' stated goals and objectives. You'll never have to worry about us pushing proprietary products or cookie cutter solutions. We can help you execute a sound financial program utilizing the following products and services:

Retirement Planning

  • 401(k)
  • 403(b)
  • 457(b)
  • Rollover IRAs
  • Traditional IRA
  • Roth IRA
  • Small business retirement plans (S.I.M.P.L.E. and S.E.P.)
  • Traditional Brokerage Accounts

Wealth Accumulation

  • Stocks
  • Bonds
  • Options
  • Futures
  • No-Load Mutual Funds
  • Exchange Traded Funds (ETFs)
  • "Socially Responsible" No-Load Mutual Funds and ETFs
  • "Morally Responsible" No-Load Mutual Funds and ETFs

Risk Management & Estate Planning                   

Trivelloni Asset Management partners with attorneys and insurance professionals to connect our clients with the best legal representation and risk management tools in the market today. Call us for a referral. 

 

  • 401(k)
  • Solo 401(k)
  • S.I.M.P.L.E. Plans 
  • S.E.P. Plans 
  • Retirement Plan Consulting 

Don't Delay. Start Saving Today

Drop us a line anytime, and one of our customer service reps will respond to you as soon as possible

Contact Us

Frequently Asked Questions

Are you a fiduciary? By law, must you put my interests above your own at all times?
Yes. As a Registered Investment Advisor, we are held to the fiduciary standard by law. Stockbrokers, insurance agents, and registered representatives are not held to the fiduciary standard. We are proud to put our clients' interests above our own.
If you answered 'No' to question 1, why not? If you answered 'Yes', will you put it in writing?
We embrace our fiduciary duty and are happy to 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?
Multiply .003125 time an account balance less than $1,000,000 and you'll see your quarterly fee. Multiply .001875 time an account balance more than $1,000,000 and you'll see your quarterly fee. No commissions, no loads, no hidden fees...EVER!
Are there any other potential costs to owning the products you recommend, i.e. surrender charges?
From Trivelloni Asset Management, no. On rare occasion, however, there may be minor fees from your account's custodian (TradePMR, Aspire Financial, Fidelity, TIAA-CREF, etc.)
Do you offer no-load, commission free options?
We ONLY offer commission free, no-load products. We believe commission based products are antiquated and unnecessary.
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

 

586.665.8805

antonio@trivam.com