Our disciplined approach to portfolio management is formulated using a combination of a top down and bottom up method. Using Macro views of the economy, markets and incorporating cycle behaviors through technical analysis we find the framework in which sectors and asset classes are most appropriate. Prudent analysis of individual companies within our universe is completed through our propriety database of historical valuation metrics, company analysis and consensus analyst research forming the basis of our individual stock selections. Our clients own the individual securities managed through our discretionary portfolios.
Wealth advice tailored to your needs. If it’s important to you, it’s important to us.
Portfolio management, family wealth planning and trusted relationships form the trio of essential pillars of our wealth management offering. We want to understand why wealth is important to you and build strategies that support those explanations. It’s the Ternion advantage to know that we will take a comprehensive approach to your needs and make sure all generations of your family are part of your overall wealth plan.
Ternion is defined as a group of three and represented through our three pillars of wealth management.
Truly understanding what’s important to our clients through a deep discovery process we learn about their financial and lifestyle goals. We provide clients with a road map through our financial planning process and establish a wealth planning strategy. Estate planning is paramount in ensuring our client’s wishes are met. Effective tax planning and risk management are integral in a well-balanced holistic approach to wealth planning. Our total wealth management approach aligns client’s investments, financial affairs, taxes, estate and risk management. These key areas of wealth management are part of our service offering.
Our client’s needs are above all and putting them first is our priority. Our ability to carefully listen and hear our clients keeps the focus on them and their needs. Honesty, integrity, resourcefulness and altruistic are traits representative of what we believe are important in building strong trusted relationships. We are entrusted with significant moments in the lives our clients that organically develop into deep connections. We work through as partners to implement strategies to achieve financial growth with our clients.
The Power of 3 in Everything We Do
Our Promise
Passion to deliver results
Disciplined process for personalized portfolio management
Sound advice based on adept fundamentals & forward-looking perspective
Our Values
Honest & open communication to truly understand your goals
Hard work to deliver bespoke advice and our proven solutions
Resilience & resourcefulness to allow us to adapt and grow with the markets and your wealth aspirations
Our Service
Genuine care and guidance for what is important to you
Dedication in each stage of life to ensure your needs are met
Client-centric approach that delivers on our commitment to provide discretionary portfolio management, family wealth planning and trusted relationships
