Josh Mcintosh
Advisor at Trimaran Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trimaran Capital
Location
Savannah, GA 31410
Credentials
Series 66
Industry experience
15 years
About
Josh Mcintosh is a financial advisor at Trimaran Capital in Savannah, GA, holding a Series 66 designation with 15 years of industry experience. He has been with Trimaran Capital since 2013. Trimaran Capital provides discretionary and non-discretionary portfolio management and pension consulting to individuals, families, trusts, retirement accounts, foundations, non-profits, and religious organizations. The firm emphasizes fundamental analysis supplemented by technical analysis to manage balanced, long-term portfolios and employs strategies including derivatives and short-selling with client consent.
Expertise
Based on Trimaran Capital
Options & derivatives strategies
Passive / index investing
Active portfolio management
Real estate investing
Fee options
$0 - $100,000: 1.50% $100,001 - $200,000: 1.25% $200,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.85% $3,000,001+: Negotiable
Account minimum: $100,000 Minimum fee: No minimum fee Fee-only: Fees are based on assets under management; no commissions charged by the firm.
Location
200 Bluefin Circle, Suite 4
Savannah, GA 31410
Most active in
Josh M has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Trimaran Capital
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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