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Investment Management

Investment management for your unique needs

At TriCapital, we prioritize the construction of well-diversified portfolios to ensure that your investments are not overly concentrated. As an independent registered investment advisory firm, we are not bound by any proprietary products or quotas. Our relentless dedication drives us to continuously scour the market to identify the finest and most suitable investment opportunities for our clients.

As a fiduciary, we believe in a complete alignment of interests, which is why our portfolio management compensation is based on a percentage of the assets we manage on your behalf. This means that our success is intertwined with yours. 

Moreover, we take our commitment to your investment management seriously. Our president invests his family’s money in the same portfolios as our clients, illustrating our belief in “eating our own cooking.” This serves as a testament to our unwavering faith in the strategies and investments we recommend.

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OUR FIDUCIARY Commitment

 At TriCapital, every investment portfolio is matched specifically to our client’s unique situation and in consideration of factors such as:

  • How old are you?
  • How long is your investment time horizon?
  • What kind of potential returns are needed on your investments to achieve your goals?
  • How comfortable are you with risk?
  • Do you have emergency reserves?
THERE'S NO TIME LIKE THE PRESENT

Customized Financial Solutions for Your Investment Management Goals

We offer a complimentary “Get Acquainted” meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.

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TRICAPITAL WEALTH MANAGEMENT
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Advisory Services are offered through TriCapital Wealth Management.  Securities offered through Osaic (Osaic Wealth, Inc) member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.  This communication is strictly intended for individuals residing in the states of NC, SC, TN, NY, GA, DC, PA, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. TRICAPITAL® is a Registered Trademark in the United States of America.

©2025 TRICAPITAL® Wealth Management, Inc. All Rights Reserved.
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Our Fiduciary Commitment

TriCapital Wealth Management, Inc. was formed in 1999 by Randy White with a commitment to bringing fresh insight along with experienced counsel to the task of wealth planning and management. The foundation of the new firm was for our success to result solely from our ability to help our clients work towards building their wealth and potentially achieving their goals. That can best be accomplished if our allegiance is solely to the client’s best interest.

Unlike many firms which are considered “Broker Dealers” by the SEC, TriCapital Wealth Management, Inc. was formed as a Registered Investment Adviser (RIA) firm from day one. RIA’s have a fiduciary duty to put their clients’ interest first ahead of all other interests, while Broker Dealers are required to be “fair and suitable”. This higher level of responsibility is a natural part of the relationship we enjoy with every client. As a result, every client benefits from receiving customized solutions in a setting that places our relationship with them above all else. This, we believe, is what successful, goal-oriented people are looking for and what will give them a foundation from which to consistently work towards building their wealth through well chosen, sensible investments and sound financial management.

TRICAPITAL WEALTH MANAGEMENT
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