TriEqua Group

Founded in 1983, TriEqua Capital Corporation* has remained focused on helping individual investors, businesses, and retirement plans successfully reach their financial goals.

TriEqua Capital is committed to building relationships based on trust and professionalism. The registered representatives of TriEqua Capital Corporation are trained to emphasize and market an investment approach, which stresses the following:

Client Objectives
Appropriateness of Investment Recommendations
Long Term Horizon
Diversification
Professional Management
Periodic Review and Tracking of Results
Liquidity
Understanding of Risk, Types of
Need for Client/Investor Contact and Service
Need for Client/Investor Education
Minimizing Investor Costs wherever possible

Consistent with our belief in customized financial solutions and diversification, we offer clients a wide range of products and services that include:

Stock and Bond Mutual Funds
Money Market Funds
IRA's
Variable Annuities
Variable Life Insurance
Portfolio Reviews
Business Retirement Plans
Customized Portfolio Planning and Tracking

TriEqua Capital specializes in working with management and participants in 401 (k) plans, and excels in marketing the plan benefits and investment options to encourage full employee participation.

For more than 24 years, TriEqua Capital has maintained a unique partnership with its clients, building long-term relationships which extend beyond individual transactions and market cycles. This is evident, in part, by the fact that we have served multiple generations of investors and their families. We believe these principles, combined with respect for our clients and each other, make us a firm that investors can turn to when looking for help in shaping their financial future.

At TriEqua Capital we strive to be large enough to provide the products and services you require; but small enough to provide the type of personal service you desire.

*TriEqua Capital Corporation is licensed with the Financial Industry Regulatory Authority (FINRA) - formerly the National Association of Securities Dealers, Inc. (NASD), is a member of the Securities Investor Protection Corporation and is a Registered Investment Advisor (RIA).

Please read our Privacy Policy and our Business Continuity Plan.
(Both open in a new window.)

Websites - Graphics