Huntington Beach Company Launches New Wealth Management Firm
Trilogy Capital On Fast Track To Success With $155 Million In Client Assets Acquired In Just 120 Days.
- (1888PressRelease) May 12, 2016 - Trilogy Financial, a Huntington Beach, Calif. headquartered financial services company with $2 billion in client assets, has launched a new wealth management firm, Trilogy Capital, announced President and CEO Jeff Motske. In its first 120 days, the new company has signed on hundreds of clients with more than $155 million in assets, making it one of the fastest growing new wealth management companies in the nation.
Trilogy Capital's emphasis is on transparency where all fees are disclosed and that the advisor's commission is based entirely on the success of the client's portfolio. Trilogy Capital is an Independent Registered Advisory Firm that targets those with a minimum $100,000 to invest.
"We are delighted to announce the debut of Trilogy Capital and are grateful that we have been able to achieve this level of success in such a relatively short amount of time," said Motske, who also hosts his own radio program, "Declare Your Financial Independence," airing Saturdays from 9 - 10 a.m. on The Patriot (1150 AM) and is author of "The Couples Guide To Financial Compatibility" (DaCapo Press).
"Our team of wealth managers has access to the most sophisticated research analysis of the financial markets available today," he continued. "Our goal is to exceed our clients' expectations. We look forward to serving them."
Established in 1999, Trilogy Financial, Trilogy Capital's parent company, distinguishes itself from its competitors by offering financial, estate and tax planning all under one roof. It maintains 11 offices in 4 states: Arizona, California, Colorado and Massachusetts and is often listed among the "best places to work" in newspapers like the Orange County Register and Los Angeles Daily News. Securities and advisory services offered through National Planning Corporation (NPC), member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Trilogy Capital Inc., a Registered Investment Adviser. NPC, TrilogyCapital Inc., and Trilogy Financial Services Inc. are separate and unrelated companies.Visit www.trilogyfs.com or call (714) 843-9977.
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