Company cofounders Jeff Berman, Sue Oleari, and Paul Tromp have formally announced the launch of Trifecta Capital Advisors, an SEC Registered Investment Advisory firm based in Northbrook, IL. Our independently owned and operated firm is dedicated to providing an integrated approach to money management and financial well-being. Prior to founding the new firm, the three principals worked together in the Chicago Wealth Management Region of BMO Private Bank (BMO), which oversaw $6.6B in client assets.

“Founding Trifecta is the culmination of our desire to bring our passion for client service, building relationships, and informed financial counsel to our clients,” said cofounder Sue Oleari. “We chose the name Trifecta because it reflects the powerful combination of the talents, skills and experiences of our three founders.”

“As an independent firm, we needed to select a custodian to safeguard client assets and execute on our investment strategy,” explained Berman. “We chose Charles Schwab & Co., Inc. (Schwab), a leading custodian for independent advisors which custodies more than $3.5 trillion in assets on behalf of over 13,000 independent RIA firms.”

​“We embrace the fiduciary standard. That means we are legally obligated to put client needs first, 100 percent of the time,” said Tromp. “Our mission is crystal clear: enable clients to achieve their financial goals and to provide a customized, transparent and engaging client experience.”