What We Offer

At Troika Capital Advisors, we believe in a comprehensive approach to building and preserving wealth.

Building on our core asset class investing philosophy, we help clients combine a prudent investment strategy with a well-coordinated, overall financial and wealth management plan. We recognize that individuals today have increased expectations for prudent risk management and sophisticated asset allocation.

We offer a disciplined, unemotional, and highly diversified investment approach that offers objective advice and solutions to problems. We provide comprehensive wealth management services examining all aspects of your financial affairs customized specifically to your situation.  We design a personalized portfolio to achieve your goals, using a sound, academically proven investment philosophy.

Our Mission

Troika’s mission is to offer clients independent, transparent, fiduciary-driven advice, and deliver it using low-cost, diversified, risk-specific investment solutions.