Experienced wealth management professionals today face an industry undergoing wrenching change. At Triumph Capital Management, we are searching for professionals with experience who value their client relationships, feel passionate about growing their practices, and are seeking to expand into the growing high net worth market.
Advisors control their destiny. Entrepreneurial viewpoints are valued. This management style matches our business goals. Our clients are put-off by "product-driven, one-size-fits-all" approaches; they want customized strategies. So we have organized ourselves to be entirely client objective-driven rather than product-driven. Our advisors feel free to deliver strategies that address our client needs. As a result, there is no competition among advisors internally. Instead, there is an atmosphere of mutual support.
Triumph Capital Management is a Registered Investment Advisor firm. "RIA" is a regulatory designation that defines the advisory responsibilities in managing assets for clients. The Investment Advisors Act of 1940 has been updated to cover how advisors should:
With our Investment Advisor Representative role, we have expanded our investment research and analysis capabilities, tax and legal resources, technology capacity, and administrative services. And with our increased fiduciary role comes new layers of compliance and due care for our clients’ protection. Investment planning and wealth transfer planning take on a broader perspective as comprehensive asset management.
Triumph Capital Management employs highly specialized professionals who intimately understand the issues affecting family and privately owned businesses. We offer all of the services our clients need: estate planning, wealth transfer and protection strategies, charitable planning, business succession advice, and investment management services.
Don’t just take our word for it. Ask any leading regional accounting or law firm. They will tell you that Triumph Capital Management is a recognized leader in wealth planning services.