Triumph Investment Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Triumph Investment Advisory Group provides fee-based investment advisory and money management services to individuals, high-net-worth individuals, trusts, and charitable entities, and offers financial planning and retirement planning in addition to portfolio management. The firm describes itself as a fee-only advisor and conducts intake through interviews and questionnaires to tailor written plans and reports to client objectives.
Triumph’s investment approach blends a value orientation with attention to growth opportunities and employs fundamental, technical, quantitative, and computer-based methods to construct portfolios and model equity strategies. The firm may implement long-term buy-and-hold, strategic or tactical asset-allocation approaches and, where appropriate, uses option strategies (including covered calls and puts) and separate account managers to meet client objectives.
Compared with many peers in its regulatory category, Triumph routinely offers educational seminars open to clients and non-clients and provides written quarterly portfolio reporting; it also makes individualized financial planning available on an hourly or set-fee basis. The brochure notes that Triumph may recommend other investment managers or separate-account managers when beneficial and discloses that it does not receive remuneration from those managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Income planning
Retirement income strategy
Options & derivatives strategies
Cash flow / budgeting
Debt management
Fee options
Initial client fee of $200; set fee option for financial planning available
$0+: 1.2% annually on equity assets $0+: 0.5% annually on fixed income/cash assets
$100/hour for financial planning services
Minimum fee: $80 quarterly fixed fee Fee-only: Fee-only financial advisor; no commissions on investments purchased or sold for clients.
Main office location
Triumph Investment Advisory Group, LLC
1059 Pointe Place
Rochester MI 48307, United States
Number of offices
1
Most active in
Triumph Investment Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
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.
Forms ADV
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