Trivelloni Asset Management

At Trivelloni Asset Management, our sole focus is on helping our clients achieve their financial goals. We believe that a rising tide lifts all boats, and our success is inextricably tied to the financial success of our clients. As a fully independent Registered Investment Advisor, we are serious about our fiduciary responsibility to our clients.

Our Values

We believe that our clients' success is our top priority. We are not bound to any particular investment portfolios or products, and we are paid by and accountable only to our clients. We never accept commissions or third-party considerations. Our compensation is based on a small percentage of our clients' account value, deducted quarterly. This means that our success is directly tied to the success of our clients.

Our Team

Our team of highly skilled financial advisors is dedicated to helping our clients achieve their financial goals. Our team includes Antonio Trivelloni, President and Portfolio Manager, Kathy Elliott, Financial Advisor and SmartVestor Pro, Zachary Smith, Investment Advisor Representative, and Angelica Lopez, Investment Advisor Representative.

Community Involvement

At Trivelloni Asset Management, we are committed to the ongoing success of our community. Our team is actively involved in various philanthropic activities, including the Macomb Family YMCA, University of Detroit Mercy, Macomb County Feeding the Need, and many more.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our services include Retirement Planning, Investments, Business Services, and Dave Ramsey Resources. We are dedicated to providing personalized service and expert guidance to help our clients make informed financial decisions.

Retirement Planning

Planning for your retirement can be a daunting task. There are virtually limitless options available, each with their own benefits and drawbacks. Our team of experts will work with you to create a personalized retirement plan that meets your unique needs and goals.

Investments

We offer a range of investment options designed to help our clients achieve their financial goals. Our investment strategies are tailored to meet the unique needs of each client, and we are dedicated to providing expert guidance and personalized service.

Business Services

We offer a range of business services designed to help business owners achieve their financial goals. Our services include business planning, financial planning, and investment management.

Dave Ramsey Resources

We are proud to offer Dave Ramsey resources to our clients. Dave Ramsey is a nationally recognized financial expert who has helped millions of people achieve financial freedom.