Private Clients & Individuals

Trillium manages portfolios for high net worth individuals and multi-generational families.

Our equity discipline overall emphasizes low turnover and a long-term investment horizon for individual stocks. For taxable clients, each portfolio is customized to optimize after-tax returns, by offsetting capital gains where possible and carefully monitoring gains as they are accrued.

We work closely with each client’s professional advisors including accountants, planners and attorneys, to coordinate investment gains with other taxable events.

How it Works:

  1. We’ll discuss your financial goals and needs, including the level of risk you are comfortable with and any income required from your portfolio. We will work with you to determine the optimal asset allocation across stocks, bonds, and cash to meet your needs, and what Trillium equity strategy is most appropriate. We’ll also talk about how to structure a portfolio that is consistent with your values.

  2. Once you’ve made the decision to work with Trillium, we’ll send you our investment management agreement. We’ll do everything we can to make your transition to Trillium seamless, including working with your current advisor to transition your assets to Trillium.

  3. Going forward, your portfolio management team will monitor and make all of the decisions and trades for your account on your behalf, based on our in-depth financial and ESG research and analysis, and with your mutually agreed upon goals in mind. All of your account activity gets reported to you in the quarterly statements that we send.

  4. Your portfolio management team is available via phone, email, and in person, to address your questions or needs.

What it Costs: 
We offer a competitive fee schedule. Our standard fees charged are 0.85% on the first $5 million and 0.50% for amounts over $5 million.

In addition to providing quality investment management, Trillium provides investment advisory services for institutions including assistance with developing and monitoring investment policy statements, educating and presenting to investment committees, and working with third party consultants to create comprehensive sustainable and responsible investment portfolio solutions.

  1. We will meet with your investment committee to understand your organization’s current and future financial needs, and help you develop an investment policy and asset allocation strategy. We will also talk about how to structure a portfolio that is consistent with the mission of your organization.

  2. Once the organization has made the decision to work with Trillium, we will send our investment management agreement. We will do everything we can to make the transition to Trillium seamless, including working with members of organization’s staff and current advisor to transition the assets to Trillium.

  3. Going forward, your portfolio management team will monitor and make all of the decisions and trades for your organization’s account based on our in-depth financial and ESG research and analysis, and with your mutually agreed upon goals in mind. All account activity gets reported to you in the quarterly statements that we send.

  4. Your portfolio management team is available via phone, email, and in person, to address questions or needs. Your portfolio manager is available to meet with your investment committee or any members of the organization by phone or in person as requested.

Contact us for a free initial consultation:

Will J. Lana, CFA
Will J. Lana, CFA
Western United States
Investment Manager
415-925-0105wlana@trilliuminvest.com
Sada Geuss
Sada Geuss
Eastern United States
Investment Manager
617-532-6668sgeuss@trilliuminvest.com