Are you an advisor, interested in allocating client assets toward a Trinity portfolio?
If so, we’re proud to introduce Trinity for Advisors. It’s our investment offering for professional money managers, providing a convenient platform for allocating client assets. Below is an overview; you can also click here to download our Trinity for Advisors brochure:
Convenient Investment Platform:
We’ve partnered with Riskalyze, making our Trinity portfolios available in its new Autopilot Partner Store.
0% Cambria Portfolio Management Fee:
Cambria doesn’t charge a portfolio management fee in connection with the Trinity portfolios. Additional fees are limited to 1) a 0.10% Technology Platform Offset Fee that enables access to Riskalyze’s Autopilot Partner Store and its risk number diagnostic tools, onboarding simplicity, trading dashboard and industry research, 2) your specific advisor fee, 3) trading fees (will vary per choice of custodian), and 4) fees on the underlying investments that populate our Trinity portfolios, which is how Cambria generates revenue.