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Philosophy

Is your broker or advisor working for you?

A stock broker or any other advisor registered and governed by the Financial Industry Regulatory Authority (“FINRA”) can provide you with investment advice on one hand and sell you investment products from the other hand. Typically the stock broker or advisor will profit when you buy investment products and make trades. You must seriously consider the significant conflict of interest in such a relationship.

Trovena Investment Advisors is a fiduciary.

Trovena Investment Advisors receives no compensation or commissions from the sale of any of the products or services we offer our clients. Trovena Investment Advisors is required to disclose potential conflicts of interest and is legally obligated to put our clients’ interest ahead of our own. Trovena Investment Advisors is composed of Registered Investment Advisors (“RIAs”) who are regulated by the Securities and Exchange Commission (“SEC”) as fiduciaries. Trovena Investment Advisors provides the same level of personal care and responsibility one would expect from a Certified Public Accountant, personal doctor or attorney.

Active or Passive Investing?

Active investors, advisors and money managers pick specific securities like stocks and bonds and then attempt to time the purchase and sale of the securities to maximize profits. Unfortunately for active investors, empirical studies and historical data show that active investing fares no better than investing in the entire market and often under-performs the market.

Trovena Investment Advisors adheres to the passive investing model and provides you access to Dimensional Fund Advisors’ (“DFA”) index based, scientifically derived mutual fund investments. Trovena Investment Advisors offers a selection of low cost, tax efficient index mutual funds across three broad asset classes; U.S stocks, foreign stocks and bonds. By matching your risk profile to a properly allocated index mutual fund or funds, Trovena Investment Advisors maximizes your returns at any given risk level while maintaining portfolio stability.