Trinlogix May 2021 Newsletter

by | May 6, 2021 | Media

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 Partner Spotlight: Copytalk Congratulations on being recognized as a leader in the Remote...

Trinlogix Advisor Value: Financial Depot

by | Apr 28, 2021 | Media

“Trinlogix gives us such a better visual representation. People interpret and learn differently. The cubes allow us to show detailed information in a simplified and straight forward manner, which is especially helpful with our Dividend Growth Investing...

Trinlogix March 2021 Newsletter

by | Mar 25, 2021 | Media

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

by | Mar 16, 2021 | Media

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...