Trilogy Capital, Inc.

Trilogy Capital, Inc. is an investment management firm that serves individuals (including high-net-worth clients), families, trusts, estates, employer-sponsored retirement plans, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, sub-advisory and third‑party manager relationships, LPL-sponsored programs and a wrap-fee program, plus separate financial coaching and advanced planning services.

Trilogy constructs globally diversified, risk‑based portfolios using a mix of institutional managers, model portfolios (including LPL’s Model Wealth Portfolios) and its proprietary portfolio series (Core, Select, Foundation, and Continuity), with ongoing monitoring and rebalancing. The firm routinely uses sub-advisors, signal providers and a range of vehicles—ETFs, mutual funds, interval funds, structured notes and private-market allocations—selecting investments and managers to match client risk profiles.

What is distinguishing about Trilogy is its integration of real estate and private-investment options into planning and portfolio construction: the brochure details private‑markets allocations (including a stated $100,000 private‑markets minimum), use of interval funds and structured notes, and specific custodial handling of REITs. At an enterprise scale (roughly $3.21 billion in AUM across 77 advisors and over 8,000 clients), the firm combines centralized platforms (Orion reporting, LPL/Schwab custody relationships and a wrap program) with affiliated service lines such as a licensed insurance affiliate and an affiliation with a real estate broker incorporated into its advanced planning workflow.