Tri Financial is a financial services firm based in Manhattan Beach, CA, specializing in providing investment solutions and financial planning for individuals in their second 50 years of life. With over 50 years of combined experience, their team of certified professionals offers adaptive financial planning and institutional asset management services, tailored to meet the unique needs of clients who are either preparing for retirement or already utilizing their assets to fund their lifestyle.
As an independent firm, Tri Financial operates as a fiduciary, prioritizing the best interests of their clients. They offer strategic risk-adjusted portfolios and stand-alone financial planning, with a focus on preserving the lifestyle and optimizing the future of their clients. With a minimum investment requirement of $1 million for their institutional asset management services, Tri Financial aims to provide financial confidence and ensure that their clients do not outlive their money.
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