Company Profile
Trivant Custom Portfolio Group
Company Overview
We provide investment advice and financial planning services to individuals, families, non-profit organizations, and businesses. We have a generalist business model that allows all the investment professionals, at Trivant, to participate in research, portfolio management and marketing.
Company History
Dan Laimon and John Barber started Trivant in 1993 and their RIA has grown to manage nearly $250,000,000 in AUM.