Planner / Advisor

TriDelta Investment Counsel (‘TIC’) works with a number of financial planners and advisors to provide comprehensive investment management solutions for clients.

By outsourcing investment management to TIC, you can focus on relationship building and providing a more holistic wealth management approach to your clients.

TriDelta Investment Counsel provides:

 

TriDelta Investment Counsel manages and is responsible for:

 

TriDelta Investment Counsel works on a referral fee and non-referral fee basis (based on signed agreement with planner / advisor and client acknowledgement) depending on your practice and the client.

TriDelta offers competitive referral rates and proven portfolio management strategies. For more information or to discuss, contact Ted Rechtshaffen

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