Services Built Around You.
Not Around a Product.
To serve YOU means to personalize YOUR investments based on what is in YOUR best interest.
Asset Management
Active & Passive Strategies
Active Management - For Engaged Investors
Trovera manages your portfolio using a layered analytical process: macroeconomic assessment, cyclical analysis, fundamental research, technical analysis, and corporate governance scrutiny via filings and earnings calls.
Benchmark: S&P 500
Passive Management - For Cost-Efficient Market Exposure
Trovera's passive strategy uses an equal-weighted basket of equal-weight ETFs across all market capitalizations and geographies — a structure designed to reduce concentration risk and track the broad market more honestly than cap-weighted defaults. Semi-annual rebalancing keeps the portfolio on track.
Benchmark: Wilshire 5000 Equal Weighted Index. Fixed income tracks Bloomberg US Aggregate Bond Index.
Comprehensive Financial Planning
For anyone seeking a complete picture
A one-time, in-depth financial plan covering: net worth assessment, cash flow analysis, retirement strategy, risk management and insurance review, tax planning coordination, estate planning coordination, and long-term investment strategy.
Delivered in writing within 30 days of receiving required documentation.
Project-Based Security/Investment Research
For specific due diligence needs
A focused research report on any security, hard asset, or alternative asset you're considering. Scope is pre-agreed. Results delivered within 30 days. Fiduciary analysis. No commissions. Conflicts disclosed transparently.
Delivered within 30 days. Pre-agreed scope.