Triangle Financial Services

Grow. Preserve. Enjoy.

Triangle Financial provides solutions and coaching to assist you in growing your portfolio, protecting what you value most, enjoying your finances. building wealth.

INVESTMENT MANAGEMENT

Modern Portfolio Theory

Triangle Financial Services utilizes the time-tested Modern Portfolio Theory (MPT) as the basis for developing investment strategies. In its simplest form, we optimize or maximize expected return based on a level of market risk.

We utilize a balance of diversified products, factoring in market conditions and the length of time funds will be invested. In providing portfolio management services, we help you determine the best combination of investment opportunities to meet your comfort level, along with the amount of risk you are willing to take, and the desired return on investment.

For more details on MPT, watch this video by Investopedia that highlights the basic principles.

Analysis using Morningstar Office

We have access to tried-and-true software for investment analysis and research. Our access to Morningstar Office gives us, and you, access to quality investment research and analysis. Our customized reports offer more than just account balances; we review investment performance at every client meeting.

Products

As an independent financial advisor, Triangle Financial is not tied to any one company’s products. This means we can truly customize a financial plan – and products – to fit your needs and goals. 

Depending on your circumstances, you may opt to invest in some of these:

  • ETFs (Exchange traded funds)
  • Mutual funds
  • Fixed products (annuities, brokerage certificates of deposit, life insurance, long-term care insurance, and more)
  • IRAs (Individual Retirement Accounts)
  • Roth IRAs
  • SIMPLE (Savings Investment Match Plan for Employers) IRAs
  • SEP (Simplified Employee Pension) IRAs
  • Joint trusts
  • REITs (Real Estate Investment Trusts)
  • Third-party bonds
  • Variable annuities
  • Variable life products
  • 403(b) plans for public education organizations
  • 529 (educational savings) plans

Companies offering products our clients prefer

One of the benefits of being independent is that we can pick and choose which companies and products excel in various investment goals. Some of those we work with include:

  • American Funds
  • Eaton Vance
  • Sammons
  • Voya (formerly ING)
  • Genworth
  • Mutual of Omaha
  • ...and many others, too
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— Pablo

Securities and Advisory Services Offered Through Harbour Investments, Inc.
Securities Licensed in IA, AZ, CA, CO, CT, FL, HI,  IL, KS, MN, MO, NC, ND, NE, NY, TX, WA, WI

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Member FINRA/SIPC