Trillium Investments

Trillium Investments provides discretionary portfolio management and comprehensive financial planning services to individual and high‑net‑worth clients, with a typical account guideline of $500,000 (subject to manager discretion). As of year‑end reporting, the firm managed roughly $122.6 million across about 58 client relationships and delivers retirement, estate, and tax planning as part of its advisory offering.

The firm’s investment process combines macroeconomic analysis with value‑oriented security selection and an emphasis on tax efficiency and strict risk management, including a sell discipline and diversification of equities by purpose and income positions by type. Portfolios are managed on a discretionary basis with ongoing monitoring, consideration of tax consequences before transactions, and the availability of margin trading for certain clients when appropriate.

Compared with many peers of similar scale, Trillium underwent a firm reorganization and name change in 2021–22 and transitioned from state to SEC registration in 2024, changes that reflect recent structural shifts. The firm also offers advice on alternative investments (private placements, real estate, tax‑free exchanges) upon request, routinely uses block trades to ensure consistent pricing across accounts, and generally leaves proxy voting to clients except in limited situations.