Trillium Square Advisors LLC | Fiduciary Financial Adviser in Raleigh, NC
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Services

Investment Management


We provide a systematic and disciplined approach to managing investment portfolios. The investment strategies are data driven and quantitative. We regard risk management with utmost importance.

We manage your investments through your brokerage or IRA accounts you have with a custodian. You will grant limited authorization to us to buy and sell securities in those accounts. Your account and security positions in the account are transparent and visible to you at all times.

Our investment portfolio management includes

  • Systematic US equity strategies
  • Risk managed diversified strategies tailored to your risk appetite
  • Goal based term trading strategies (shorter or longer term)

College Savings


One effective way to save your hard earned money is by saving them in college savings funds for your kids. These savings have certain tax benefits.

Typically, college funding needs come earlier than your retirement needs. It is essential to set aside some savings every month to build up the necessary college funds for your kids.

You may start as early as in your 20’s or 30’s towards this goal.

Retirement Planning


When you retire and your cease to have any income from your job, the money you have saved thus far goes to work for you.

It is important to save sufficient amount during your working years so that you can live a financially independent life in your retirement.

No matter how close or far you are from your retirement, we will work with you to assess your retirement readiness and help you prepare for your golden years.

Tax Planning


The real value of your income and investment returns is governed by the amount of taxes you will pay on them.

Thus maximizing your financial well being includes taking a closer look at how your after tax income can be maximized.

We will work with you and your accountant or tax attorney and understand the impact of taxes on your current and future income.

We will also make recommendations on the types of investments to be owned in the different types of accounts you may have to derive higher tax efficiency.

Risk Management


Being prepared for the unexpected is great planning.

We will work with you to identify potential risks to your financial well being and will evaluate necessary insurance you may need to consider.

We do not sell any insurance products and consequently we can give you an unbiased analysis on what type of products out there might best fit your needs.