Tringle Jr., John R.

The firm provides fee-based, discretionary investment advisory and portfolio management primarily to individual clients and also to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. It delivers tailored portfolio management and regular written reporting to clients based on meetings and ongoing monitoring.

The adviser follows a tactical allocation approach and uses fundamental, technical, and cyclical analysis as appropriate, implementing long- and short-term trades, options strategies, and short sales when suitable. Portfolios may include a wide range of instruments — mutual funds, equities, fixed income, variable insurance products, and interests in real estate or oil and gas partnerships — and the firm may use cash positions, rebalancing, or tax-harvesting to manage risk and align with client objectives.

Noteworthy distinctions include the adviser’s insurance licensure and ability to recommend and sell life and annuity products for separate commissions, a disclosed conflict of interest, and the firm’s production of periodicals/newsletters and provision of educational seminars or classes to clients at no charge. As a small, solo practice, the firm also discloses reliance on third‑party research and limited internal resources compared with larger firms, which it identifies as a factor in its research and operational capabilities.