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George Coyle

Advisor at Triangulated Capital Management, LLC

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Triangulated Capital Management, LLC logo

Firm

Triangulated Capital Management, LLC

Location

Silver Lake, OH

Credentials

Series 63, Series 65

Industry experience

3 years

About

George Coyle is a financial advisor at Triangulated Capital Management, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at John A. Levin & Co. since 2001. Outside of his advisory role, he owns and edits Triangulated Research, LLC, a publisher of investment newsletters. Triangulated Capital Management primarily serves individual clients, offering discretionary portfolio management, retirement account planning, and consulting through custom research projects. The firm combines quantitative and qualitative analysis with a focus on liquid public markets and futures strategies, and it is registered as a Commodity Trading Advisor (CTA), allowing for futures-based implementations.

Client services

Based on Triangulated Capital Management, LLC

Financial planning Portfolio management

Expertise

Based on Triangulated Capital Management, LLC

Wealth management Passive / index investing Active portfolio management Factor investing / smart beta

Fee options

Fixed

$500 for initial consultation covering up to two hours

Percentage

$0+: 0.50% annually for traditional portfolio management services $0+: 1.00% annually for non-traditional portfolio management services

Location

Silver Lake, OH

Most active in

Ohio

Work history

John A.. Levin & Co.

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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