- Spartan Owned
- Commission Free
- Client Fiduciary
- Michigan Based
- Transparent Fee-Only Structure
- Registered Investment Advisor
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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?
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