Wealth
Management
Not only do we have our own team of experienced professionals monitoring your investments every day, we have also partnered with Callan Associate’s Independent Advisor Group for the benefit of our clients’ portfolios. Callan is one of the largest independently-owned investment consulting firms in the U.S. and gives us access to some of the brightest minds in economics and finance. We uniquely provide the warmth and personal service of a boutique firm, along with the sophistication of a large corporation.
100% Objectivity
Stated simply, this means doing what is right for each client. As a fiduciary, we work for you, focusing on what serves, not what sells. We are ethically bound to never put our needs first.
We offer full transparency and objectivity in the management of your assets. Choosing the appropriate investments for your portfolio is important, considering the thousands of mutual funds, money managers, and other investments available in the marketplace. Tri-Star has partnered with quality investment management firms to bring a unique blend of expertise and value to your portfolio.
Our investment team is dedicated to providing you with a portfolio tailored to meet your overall objective, while eliminating as much risk as possible. We employ a multi-asset-class approach when constructing client portfolios. This approach may include individual securities, mutual funds, private money managers, alternative investments, and nontraditional asset classes — all dependent on your specific needs.
Our Research Is Deep
The best way to balance risk and return is through deep knowledge of the marketplace. We enhance our team’s expertise by working with respected investment partners, including one of the nation’s leading consulting firms, Callan Associates. Together, we bring our clients the best national investment research in the Great Lakes Bay Region.
Serving institutional investors since 1973, Callan currently advises on more than $2 trillion in total fund sponsor assets — making them one of the largest independently owned investment consulting firms in the United States. They provide us with proprietary research, exclusive data, and valuable continuing education. Tri-Star is proud to be one of their 27 exclusive partners.
Using Callan and other resources, our Tri-Star wealth management professionals continuously evaluate our strategies, money managers, and allocations to ensure our clients’ portfolios deliver the expected results.
Personal Attention
Among the things that our clients say they value and appreciate the most about Tri-Star are our warm, caring personal service, our team’s expertise, and our dedication to understanding our clients’ goals.
Your life is busy, and we know you have many wealth management partners to choose from. Our team of specialists is ready to simplify your life. The more complex your financial life becomes, the more you’ll appreciate being a client of Tri-Star Trust.
Wealth Management with Tri-Star
- Clear understanding — Our investment team takes the time to learn your unique objectives — and to explain investment strategies to you.
- Personalized portfolio — A fully customized portfolio, with an emphasis on appropriate asset allocation, diversification, and protection of your principal.
- Sophisticated resources — As part of Callan’s Independent Advisor Group, we have access to some of the brightest minds in economics and finance.
- Ongoing review — Tri-Star’s investment team continuously evaluates our strategies, managers, allocations, and decisions, all to be certain that portfolios are delivering the expected results.
Brokerage Services
When our clients need securities and advisory services — such as individual stock purchases — we work with LPL Financial and have an advisor based in our Midland office.
The right retirement starts with
the right relationship.
Help us get to know you better. After completing this form, we will happily connect you with a Relationship Manager.
