Our team has varied backgrounds and experiences that enable us to do our jobs well. Our Investment Review Committee (IRC) contains the following designations: CA, CPA, CFA, MBA, ICD.D. Please see the “Our Management” page for more details.
Our priority is simple, our clients. Our business depends on providing good investment choices to our clients. Without our clients, we don’t exist.
Our clients have the right to know exactly what they are investing in. They need to know the pros and cons as well as the importance of a well-diversified portfolio. We will work with our peers through organizations like the Private Capital Markets Association (PCMA) and regulatory bodies to recommend best practices for the industry.
We founded TriView to offer retail investors the opportunity to invest in opportunities not available through mutual funds or ETFs. We provide high net worth investors alternative and private investments that also provide tax mitigation strategies. We offer our institutional investors private real estate investments that offer superior risk adjusted returns.Craig Burrows ICD.D
Co-Founder, CEO & President