It is often the cumulative outcome of many years of early mornings and late nights, of flights and hotel rooms across the globe that blur together, of being your own toughest critic, and of staying confident and resilient in the face of the many obstacles along the way.
We believe that the professionals you trust
to manage your hard-earned wealth should have the same focus, intensity, and
passion for excellence that enabled you to build your wealth in the first
place.
Selecting a financial advisor is one of the
most important financial decisions you will make. We believe that you should run the same type
of thoughtful process for selecting a financial advisor as you would run for
filling a critical leadership position in your professional life. Your financial advisor should share your
ethics, values, and intensity, and be of your intellectual caliber.
We believe that your personal finances are
a complex optimization function, where all of the components are interconnected
and every component is important.
Solving this optimization function on an
ongoing basis is difficult and time-consuming for individuals to do on their
own, and the impact of not being optimized can be substantial, in both direct costs and in foregone opportunities.
Our firm has built the experience to keep your personal finances optimized as life happens.
On an ongoing basis, we disproportionately invest our time in providing advice when you reach an inflection point in your life. These are the times when you are making major life decisions, which is when our advice can add dramatic value to the ultimate outcomes.
Examples
of inflection points include: changing
jobs, starting or selling a business, buying or selling real estate, marriage,
planning for children, deciding when to retire, and negotiating for or selling
stock options, private company stock, or carried interest.
Given our focus on entrepreneurs, we are well-versed in concentrated holdings of private company stock, stock options, restricted stock, and carried interest.
In addition to our in-house experience, we
have built a network of trusted specialists, to which our clients have full
access, and we of course partner with our clients’ existing tax, legal and
other advisors.
In short, if it is important to you, it is important to us, and we will leverage our knowledge and network to provide you with expert advice and guidance.
We are proud of our fiduciary
responsibility to our clients.
We are independent, entirely founder-owned, and
we receive compensation only from our clients, in the form of a percentage of
assets under management.
We do not
participate in soft dollar programs or wrap fee programs, or accept commissions
or 12b-1 fees.
Clients of Trevian Wealth Management pay 1.2% on the first $3 million of assets, 1.0% on the next $3 million, 0.7% on the next $14 million, and 0.5% on the balance above $20 million.
We believe strongly in transparency and the alignment of interests with our clients. We invest our own capital in the same securities and on the same terms as our clients, and are happy to share the asset allocation of our personal portfolios with any client and prospective client.
Phil Swisher
Phil Swisher has worked for two billionaire
families, has been an investment banker and investor at Goldman Sachs, and has
worked directly for the owners of Brown Brothers Harriman.
As an entrepreneur, Phil has led a start-up
in the recycling and trash management industry, founded and led a team inside a
global bank that built innovative technology products for large bank and asset
manager clients, and was part of a start-up that acquired control of a
publicly-traded commercial bank.
At Goldman Sachs, Phil helped financial
institutions raise billions of dollars of capital, and was also part of teams
that invested billions of the firm’s capital in financial institutions and
in a portfolio of power plants.
Phil currently advises the Governor of
Massachusetts on innovation, is a Techstars mentor, and teaches an executive
education class on innovation and strategy at the Harvard Extension School.
Phil has a BA in economics from Williams College and an MBA from the Harvard
Business School. He lives in Weston, MA with his wife and daughter.
Phil can be reached at phil.swisher@trevianwealth.com and 847-347-3000
More details about Phil are on his LinkedIn Profile
Advisory Board
Our advisory board includes successful
entrepreneurs, investors who have managed hundreds of billions of dollars, and
other disproportionately talented people who inspire us and help us do more
great things for our clients.
Trevian Wealth Management is a “forever
business” that our founder plans to operate for the rest of his working life.
With a time horizon of many decades, strategic decisions that are normally
complex become simple.
In building our team, we only hire people
who we would want as mentors for our children. For clients, we accept only
those who share our values, and with whom we want to partner for decades to
come.
As a wholly founder-owned firm, we have no
external pressure to grow our team or our client base, and can focus solely on
what is in the best long-term interest of our clients.
Phil Swisher, our Founder & CEO, can be reached at:
phil.swisher@trevianwealth.com and 847-347-3000
We are headquartered in the Boston area, and travel the world to see our clients.
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Disclosure: This content is provided by Trevian Wealth Management, LLC (“Trevian Wealth Management” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice.
Trevian Wealth Management is a registered investment advisor that maintains a principal place of business in the Commonwealth of Massachusetts. The Firm may only transact business in those states in which it is registered or qualifies for a corresponding exemption from such requirements. For information about Trevian Wealth Management’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Advisor Public Disclosure website at www.adviserinfo.sec.gov.