Single and Dual Contract Managed Accounts
Trillium’s products are available on single-contract and dual-contract managed account and UMA platforms through a number of the leading national broker/dealer, bank, and RIA advisor networks. We work with many financial advisors who have built their entire book of business around sustainable and responsible investing (SRI) as well as advisors who are new to the space, but who may be interested in meeting the needs of a particular individual or institutional client.
Advisors play a vital role in helping us meet the needs of private investors and organizations that do not qualify for our direct minimums. We are also finding increasing interest from advisors who come to Trillium based on our performance record alone.
How Our Financial Advisor Program Works
- Look up Trillium products on your firm’s platforms.
- Please call us if you do not see a particular Trillium product listed.
- We can provide you with client marketing material to help you attract SRI clients.
- We are pleased to help you better serve your clients by providing updates about portfolios, performance, screening, and advocacy strategies.
Partner / Head of Business Development
(Eastern U.S. – East of the Rocky Mountains)
Senior Relationship Manager
(Western U.S. – West of the Rocky Mountains)