Our portfolios offer clients exposure to US equities which can serve as a core component of an asset allocation for a diversified investment. The All Cap and Socially Responsible strategies cover all the bases for exposure to domestic equity including large, mid and small market capitalization as well as style diversification embedded in one allocation.
The Global Investment Performance Standards (GIPS®) is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment performance to prospective clients (CFA Institute). Triboro Investment Management believes that this provides our clients with the third party verification and standards to view our firm objectively. We enlist the services of Alpha Performance Verification Services, a leader in GIPS verification.