Investment management

Trilogy Financial Solutions, LLC is an Investment Adviser registered with the Oklahoma Department of Securities.  Our focus is on helping clients invest money for retirement and college savings, but we work other types of investment clients as well.

We offer a no-cost, no-obligation initial consultation so we can find out more about your specific needs and goals.  If you agree our firm is a match for helping you meet those needs and goals, we can move on to the next stage of the process.  We recommend that, in most situations, clients be out of debt (except for a mortgage) and have a 3- to 6-month emergency fund before beginning investing for the future.  However, we understand that many people have already begun investing without meeting those benchmarks, and we are able to assist such clients with those assets (this would include 401(k) rollovers from former employers, or rollovers from existing IRAs).

The initial phase of the consultative process is a discovery process.  This allows us to gain clarity surrounding the core values, financial goals, and life goals of a client.  Through looking at clients’ stated goals and objectives, we will determine the pattern of asset class allocation most appropriate for each client’s unique circumstances. 

We believe that long-term growth is best achieved by a buy-and-hold strategy of investment in a portfolio  of mutual funds.  This investment strategy is only for the portion of clients’ funds suitable for long-term investing (i.e., 5 years or longer).  Any portion of a client’s portfolio that will be needed within 5 years should generally be invested in fixed-income securities (e.g.,  bonds) or mutual funds comprised primarily of fixed-income securities. 

We would love to help you formulate a plan for your financial success, and help you implement that plan.  Feel free to contact us if you have any questions or would like to schedule an appointment.  You may contact us at info@trilogyfinancialsolutions.com or here on our webpage.