Trinlogix March 2021 Newsletter

Being an Advisor is Tough. Meeting with Clients Should Not Be. Enter Trinlogix. The Only 3-D Visualization Provider Serving the RIA Wealth Management Community. Trinlogix Advisor Value: Andersen Capital Management “Simplification of messages and minimizing jargon is...

Guerdon’s Book launch

My friend, Guerdon Ely, has written a book using golf analogies from his days as a PGA Senior Tour caddie to explain investment principles.  He needs our help in making Lower Your Financial Handicap: Advice from the Financial Caddie a success.  The most important...

Trinlogix Advisor Value: Andersen Capital Management

Watch the first in a series of video interviews with clients who share how Trinlogix adds value to their firm. In our first video, Peter Andersen of Andersen Capital Management says “Simplification of messages and minimizing jargon is going to be the theme for 2021....

Advisor Summit 2020 Reel

September 16, 2020: Ted Toso presented 2 sessions at the Integrated Advisors Network Advisor Summit 2020. In this 3 minute video, learn about how Peter Andersen of Andersen Capital Management leverages Trinlogix to differentiate his firm by simplifying and enhancing...