Investments Northwest Ohio

As a part of our wealth planning services, Trilogy Wealth Advisors directs the placement of customer investment assets, however, we do not actually CUSTODY, or hold, those investment dollars. Your assets are invested in one of two places – either at a CLEARING FIRM (Schwab, Bear Stearns, Pershing) or directly with the FUND COMPANY (Templeton, Pacific Life, Putnam, etc.) Each of these entities insures client accounts against employee fraud or theft. In addition, Trilogy Wealth Advisors and Cambridge Investme