Triumph Private Wealth

Triumph Private Wealth provides discretionary portfolio management and tailored financial planning to individuals, businesses, trusts, and corporate entities, generally delivering planning only to clients who also engage investment management. The firm focuses its advice on publicly traded products and maintains a household account minimum of $250,000 across client households.

Investment decisions are guided by fundamental analysis and a globally diversified, long-term approach that references Modern Portfolio Theory and periodic rebalancing; portfolios may include index and actively managed funds, individual equities and fixed income, and other vehicles as appropriate. Accounts are managed on a discretionary basis through a wrap fee structure in which clients pay a single bundled fee that covers management and trading commissions, and the firm uses custodial and advisor-support services provided by a large independent custodian.

Distinctive features include operating as a wrap fee program sponsor—charging one bundled fee for most services and trade execution—and an affiliated insurance agency that offers insurance and fixed annuity products on a commission basis; advisory personnel who are licensed insurance producers may receive a portion of those commissions, a conflict the firm addresses through disclosure and client choice. The firm is a solo-practitioner advisor with roughly $22 million in regulatory assets under management, does not vote client proxies, and employs AI tools to record and transcribe meetings (clients may opt out), all of which are described in its ADV.