FORM CRS & ADV 2A OUR ADVISORS SERVICES INSIGHTS & TOOLS ABOUT US CLIENT LOGIN MEET WITH AN ADVISOR Get Started INVESTMENT STRATEGIES Developing An Investment Strategy To Pursue Your Goals We’re in this together – we win when you win. We’re igniting change in the industry. We have no minimums, no expectations and are committed to customized investing. Whether you’re a seasoned investor or just starting out, we will help you build a personalized investment plan for your unique risk tolerance and coach you through your wealth accumulation journey. Our Investment Strategies & Services: Each Trilogy Financial Advisor will be your coach or sounding board on your wealth accumulation journey. Investment Planning Strategies Investment Types Investment Techniques Knowing Your Risk Profile We believe investing is about more than positive returns. It’s a tool to give you financial freedom to live the life you want to live. We will coach you through building out the investment portfolio that aligns with your unique goals, and empower you to make the meaningful decisions to pursue your life dreams and Life Plan. Every Investment Plan is Unique Let us help create the one that is right for you. Because one size does not fit all, we utilize a number of investment philosophies and techniques so we can be your investment fiduciary and make sure you know all of your options. Whether you’re directing your investments on your own, or would like a personal coach to help you feel confident in your decisions, your Trilogy Financial Advisor can play a dynamic role to help you pursue your financial dreams. We coach 20,000 households 25+ Advisors with 25 years of investment management experience We serve over $2 Billion in brokerage & advisory assets Portfolio structures available for varying risk appetites Sound Investment Advice & Coaching We are passionate about being an advocate for our clients, every step of the way. Your Trilogy Financial Advisor is committed to coaching you through a plan tailored to your investment and risk appetite, desired asset allocation and diversification, and what types of investment vehicles are best suited for your goals. We will empower you to make your own decision or coach you through your journey. TYPES OF INVESTMENT VEHICLES: Alternatives Individual Stocks Separately Managed Accounts ETFs Mutual Funds UITs Fixed Annuities REITs Variable Annuities Individual Bonds *All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non diversified portfolio. Diversification does not protect against market risk. Asset allocation does not ensure a profit or protect against a loss. Call Us To Get Started. (844) 356-4934 17011 Beach Blvd. Suite 800 Huntington Beach, CA 92647 (844) 356-4934 info@trilogyfs.com Services 401(k) & Retirement Planning Wealth & Asset Management Estate Planning Strategies Investment Strategies College & Education Planning Insurance Services Insights & Tools Financial Life Planning Tool Financial Blog Resources Press Coverage Financial Compatibility Quiz Podcast Financial FAQ About Us Our Story Our Leadership Team & Mission Careers & Culture Some advisors associated with this material are registered representatives of LPL Financial (“LPL”) and are Investment Advisor Representatives (“IAR’s”) for Trilogy Capital Inc. (“TC”). Some IAR’s of TC are not registered or affiliated with LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States. Trilogy Financial Privacy Policy Webmail Portal California Insurance License Information © 2021 Trilogy Financial Services, Inc. All Rights Reserved.