Insight into the Client Experience at Trimaran Advisors

As our client, your needs come first. We constantly strive to see the investment process through your eyes. As partners and colleagues, we set exacting standards for ourselves. At Trimaran Advisors, our spirit of innovation and entrepreneurial thinking has served our clients for decades with thoughtful advice and practical wisdom. We believe this deep-seated commitment to you is unparalleled in the industry.

Consult

Our relationship with you is comprehensive.

We are active participants in every aspect of your financial life, whether it’s providing advice on structuring a business transaction, employing tax mitigation strategies, acting as a sounding board for estate planning, or tailoring a plan to make effective gifts to charity. Whatever the issue, we respond creatively and resourcefully with analysis, thoughtful judgment, and follow-through.

Invest

At our core, we are investors. Our goal is to maximize your after-tax returns with an acceptable level of risk. After careful study of your unique situation, we produce a tailored investment plan that serves as a roadmap for our consulting relationship.

The process begins with a detailed interview. We combine this information with empirical analyses of your unique tax, estate planning, business, and personal circumstances to establish a balance of income and growth that will fit your needs both now and in the future.

Once you have had a chance to review and approve this investment plan, we carefully implement it. We are constantly searching for the right structure, strategy or third-party managers to blend together within your portfolio.

Finally, we make revisions to the investment plans as necessary. The most successful public market investors understand that investment policy and asset allocation must be dynamic. It is not a “set it and forget it” proposition. Circumstances change and the most successful investment plans must be flexible.

Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.

Discuss

We believe that clear and open written and spoken communication is paramount to successfully collaborating with our clients.

Through frequent meetings and updates, we build a close working relationship that will establish expectations, reduce anxiety, and outline a clear path to addressing your financial goals. We believe that this ultimately results in better long-term investment performance. Important inflection points in our process include policy development; the transmission of new investment opportunities; providing market commentary; reflecting important changes or issues regarding tax or estate planning topics; and routine meetings to review results and discuss new ideas.

Report

We are concerned that many families do not know how their investments are truly performing.

It is your right to know the truth about your investment performance – net of fees. In good times and bad, we provide net of fee returns vs. benchmarks for: 1) your overall portfolio 2) each asset class and 3) for individual investments and strategies. Our reporting allows you to measure the value of our advice and investment acumen.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.