Insights

Named “One of the Best RIAs” for high-net-worth clients by Investment News

Named “One of the Best RIAs” for high-net-worth clients by Investment News

We were delighted to have the following article hit our emails yesterday: Best RIAs for High-Net-Worth Clients: 5-Star RIA Firms

Trifecta was identified as one of the top 110 5-Star RIA firms across the country for high-net-worth clients by Investment News!  This is not one of the myriads of pay-to-play “best of…” type of awards that litter our industry.  We did not seek this out.  We did not spend a penny on it.  We did not know it was coming – we only found out through a friend of the firm.  Those factors make the recognition of our efforts so much sweeter.

We do not send this note as an attempt to toot our own horn.  We send it as a thank you for being part of Trifecta, trusting in us, and making a recognition like this possible.  Thank you.  Thank you.  Thank you!

For those reading this who are not yet Trifecta clients, it’s never too late to join the party!