Trevian Wealth Management offers investment management services. Prior to Trevian Wealth
Management rendering any of the foregoing advisory services, clients are required to enter into one or
more written agreements with Trevian Wealth Management setting forth the relevant terms and
conditions of the advisory relationship (the “Advisory Agreement”).
While this brochure generally describes the business of Trevian Wealth Management, certain sections
also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners,
directors (or other persons occupying a similar status or performing similar functions), employees or
any other person who provides investment advice on Trevian Wealth Management’s behalf and is
subject to the Firm’s supervision or control.
Trevian Wealth Management was founded in February 2015 and is 100% owned by Philip Swisher.
Investment and Wealth Management Services
Trevian Wealth Management provides clients with a highly customized and comprehensive suite of
wealth management services.
When managing assets, Trevian Wealth Management does so with the entirety of the client’s financial
circumstances in mind. Each client portfolio is tailored to each specific client’s needs, underpinned by
our belief that investing in index funds is often preferable to active management. Clients may make
specific requests regarding the investments in their account, and as long as those requests still enable
the firm to manage client assets in a thoughtful and high-quality way, they will be honored. Asset
management may be done on a discretionary basis (where the firm is able to make changes in client
accounts without first consulting with
the client) or on a non-discretionary basis (where all changes
require advance client approval). Given the comprehensive nature of our advice, the range of
recommended investment types may be similarly broad and can include ETFs, mutual funds, bonds,
stocks, options, other derivatives, private investments, and in some cases, Independent Managers.
In addition, given the often wide-ranging needs of its clients, consulting services may be provided by
an affiliated firm, for a separate fee that is dependent on the services provided. The consulting services
are generally provided to companies, and typically entail providing business management advice and
strategic advice, and assisting the leaders of companies with scaling their businesses and with growth
strategies. Clients of Trevian Wealth Management are under no obligation to hire the affiliated firm for
consulting services.
Where appropriate, the Firm may also provide advice about any type of legacy position or other
investment held in client portfolios. Clients may engage Trevian Wealth Management to manage
and/or advise on certain securities or products that are not maintained at their primary custodian(s).
In these situations, Trevian Wealth Management directs or recommends the allocation of client assets
among the various investment options available in each situation.
Trevian Wealth Management also offers a cash management service to companies, which is branded
as Trevian Cash. Trevian Cash helps companies earn a larger return on cash balances, primarily by
purchasing a customized maturity portfolio of U.S. Treasury securities.
As of February 6, 2024, Trevian Wealth Management managed $500,267,307, all on a discretionary
basis.