ADVICE
Once your goals and needs are assessed properly, you will work with your Investment Advisor who will help you create a portfolio that makes sense for you. He or she will then monitor your portfolio to ensure it stays in line with your expectations. Your advisor will continue to be there whenever you need help with important decisions like taxes, suitability, or life changing events.

TRUST
If you are an individual, trustee, family, or executor of an estate, you can be assured regardless of what occupies your daily routine that your Investment Advisor is dedicating the time and energy to managing your portfolio properly. We understand that this is a step of the process that never ends.

COMMUNICATION
This can be one of the most effective tools in determining success or failure. At Trident Advisors, we recommend face-to-face meetings when possible. Your Investment Advisor will contact you by telephone to consistently keep you informed. Trident Advisors employs a support team to directly service your needs and answer any questions you may have. We encourage all our clients to contact their Investment Advisor or our support staff with any questions, concerns, or just to say hello.

Other support services we offer are online, daily, and real-time account access, cost basis tax reporting, monthly statements, and quarterly performance reporting are other ways that we support and keep our clients informed.