Trellisent Investments is a San Antonio-based *Registered Investment Advisor (RIA) that offers personalized investment advisory services to individuals and families. Services include a thorough review of an individual or family's current financial holdings, assessment of risk tolerance and cash flow requirements, and assistance in developing appropriate long-term investment goals.
Once long-term investments goals are established, we call on our almost two decades of investment experience to implement, monitor, and re-balance client accounts to meet their long-term investment goals. We include retirement plan and pension plan reviews, as well as individual stock and bond analysis.
A strong personal relationship with our clients is important in developing and implementing long-term investment goals and strategies. We believe each client's needs and goals are unique to their situation and we take pride in working diligently to develop and tailor a plan to meet those needs.
*Registration of an investment advisor does not imply any level of skill or training.