Frequently Asked Questions

Tricore Wealth is a premier global alternative asset manager specializing in delivering tailored financial solutions. We provide investment management across multiple asset classes including real estate, infrastructure, credit, insurance solutions, and multi-asset strategies. Our services are designed to help clients navigate market complexities and achieve their long-term financial goals.

Tricore Wealth has over 13 years of experience as owner-operators in the global investment landscape. With a track record spanning more than a decade, we have established ourselves as trusted stewards of capital with deep expertise across various market cycles.

As of our latest reporting, Tricore Wealth manages over $19 billion in assets across our various investment platforms. Our AUM reflects the trust and confidence our clients place in our investment capabilities and track record of delivering risk-adjusted returns.

Our investment philosophy is grounded in a disciplined, value-oriented approach focused on cash-flow businesses with high barriers to entry. We prioritize long-life, high-quality assets that form the backbone of the global economy. Our process combines rigorous fundamental research with quantitative analysis to identify opportunities that others may overlook.

Risk management is integral to our investment process. We employ a multi-layered approach that includes thorough due diligence, diversification across asset classes and geographies, continuous monitoring, and stress testing. Our quantitative portfolio managers provide sophisticated risk modeling tools, while our fundamental analysts bring deep sector expertise.

Our unique process combines the strengths of both fundamental and quantitative research. Our fundamental portfolio managers belong to research clusters organized by global sectors, fostering cross-trained specialist collaboration. This is complemented by quantitative analysis for emerging markets and international small cap strategies.

Minimum investment requirements vary by investment strategy and vehicle. Generally, our institutional strategies have higher minimums tailored to pension funds, endowments, and other large institutions, while certain vehicles may accommodate high-net-worth individuals with appropriate minimums.

Clients can access their account information through our secure Client Portal available on our website. The portal provides 24/7 access to portfolio performance, statements, tax documents, and other important account information. If you need assistance with portal access, our client service team is available during business hours.

We provide comprehensive reporting tailored to each investment vehicle. This typically includes quarterly performance reports, annual audited financial statements, regular portfolio updates, and tax documentation. Our reports are designed to provide transparency into investment performance and portfolio composition.