Dan Laimon
Laguna Beach, California, 92607
Member Since 2009
TriVant is an investment management specialist dedicated to achieving your financial goals. We advocate customized portfolios because one size does not fit all. Our professional team of CFAs and MBAs has the extensive market knowledge, experience, and technical resources to best position you for success. Your portfolio will benefit from our founding principles of cost efficiency, customization and service. We adhere to the Asset Manager Code of Professional Conduct, the highest standards of ethics and professional conduct stipulated by the CFA Institute. Our clients enjoy the peace of mind that comes from knowing their assets and comfortable retirement are in the hands of trusted experts.
My Location
Background Information
Years of Financial Experience
- 20
Education
- University of British Columbia (Bachelor of Commerce)
- University of Western Ontario (Masters of Business)
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Charles Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 4739072
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: TriVant Custom Portfolio Group, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- California
Planning Services
- Financial Planning, Retirement, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Client Investment Services
- Securities
Investment Products
- None
Visit Website - http://www.trivant.com
