Michael Harris
TriVant Custom Portfolio Group, LLC
San Diego, CA 92101
About TriVant Custom Portfolio Group, LLC
We are long-term investors that have a record of providing a
good return and good service to our clients.
We are transparent in how we serve our clients. We make
understandable investments in publicly-traded assets. We never
tie your money up in illiquid assets, annuities or private
equity. You always have access to your money when you need it.
Our clients have security in knowing their assets are held at
Charles Schwab where they can review their accounts at any time.
Our statements clearly show your investments, their values and
your performance.
By operating transparently, we give our clients peace-of-mind
showing them that we invest in a straight-forward manner and
that we are advising in their best interest.
General Information |
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| Firm Start Year: | 2003 | |
| No.of Employees: | 2-4 | |
| States Licensed in: | All |
Qualifications & Memberships |
| Financial Organization Memberships: | CFA Society of San Diego , CFA Institute |
Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | I am a Fee-Only financial professional |
| Compensation Methods: | Based on Assets |
Board Positions
| Organization: | Home of Guiding Hands El Cajon, CA |
| Position : | Treasurer |
| Duration : | 2010-Currently holding |
Education
| Bachelor of Arts - Political Science |
UCLA - Los Angeles, CA
1980- 1985 |
| MBA - Business |
San Diego State University - San Diego
1995- 1998 |
Faqs
- Do you have a customer satisfaction or refund policy? We act as a fiduciary for our clients.
- What services do you provide? What are your specialties? We specialize in long-term investment portfolios for individual clients and non-profits organizations.
- What is your experience? How many clients do you currently manage? We have 100 clients approximately.
- What financial institution(s) do you represent? We are an independent registered investment advisor (RIA). Our clients' assets are custodied at the Institutional Division of Charles Schwab.
- How do you charge for your services? We are a fee-based Registered Investment Advisor. We do not sell annuities or other high-commission products.
Michael Harris
CERTIFIED FINANCIAL PLANNER™ Certificant, CFA
Michael has almost two decades of experience in the area of investment management. Prior to joining TriVant, Michael worked as a trader, research analyst and portfolio manager at two Southern California-based high net worth investment firms.
Michael has been a San Diego resident for his entire life. He earned his undergraduate degree from the University of California, Los Angeles and his MBA from San Diego State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Diego. Michael lives in La Mesa with his wife, Cindi, and their two children.
Michael is very active in the San Diego community. He is currently serving on the Home of Guiding Hands Board of Directors, as the Treasurer. He previously served on the board of directors for Sports 4 Exceptional Athletes and as a governing board member of Helix Charter High School.
My Team
John Barber
CFA
Dan Laimon
MBA
Communities Served
| All |
Office Hours
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Mon. | 6:30 AM - 5:00 PM |
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Tue. | 6:30 AM - 5:00 PM |
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Wed. | 6:30 AM - 5:00 PM |
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Thu. | 6:30 AM - 5:00 PM |
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Fri. | 6:30 AM - 5:00 PM |
Awards & Recognitions
(06/30/2016)
Board member of the year recognizes an individual for making a positive contribution to Home of Guiding Hands, an organization that provides care and housing for people with physical or mental challenges.