Broker Check

Our Approach

We believe our clients deserve a higher level of attention to their investment strategy and management of their wealth. We work closely with each client to design, implement, and monitor a strategy that reflects their specific investment objectives and tolerance for risk. We also strive to follow systematic processes that address every aspect of their financial lives.

We approach our investments differently from the competition. Typically retail financial advisors build portfolios with exposure to traditional asset classes only (stocks, bonds, and cash). At TrestleBridge Capital, LLC our portfolios are almost exclusively built with a healthy allocation toward alternative and structured investments. This helps us seek to lower clients’ portfolio risk, and pursue lower overall portfolio management costs.