Trident Advisors

At Trident Advisors, we are dedicated to providing exceptional investment management and financial planning services to our clients. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals and secure their financial futures.

Our Philosophy

At Trident Advisors, our philosophy focuses on the rewards of long-term investing. We believe that portfolio decisions should be based on a sound discipline, rather than emotions. Our approach emphasizes asset allocation as the first and most important step in the construction of a client portfolio. We establish risk tolerance and asset allocation parameters, and then select investment vehicles that adhere to these rigid requirements.

Portfolio Management Services

Our Portfolio Management Services are designed to help our clients achieve their financial goals. We offer customized portfolio design based on a clear understanding of our clients' goals, risk tolerance, and asset allocation. Our experienced portfolio managers work closely with clients to understand their financial objectives and develop a personalized investment strategy that aligns with their needs.

Investment Consulting Services

Our Investment Consulting Services provide our clients with expert guidance on their investment decisions. Our experienced investment consultants work closely with clients to understand their financial goals, risk tolerance, and time horizon. We then provide personalized investment recommendations that are tailored to our clients' individual needs.

401(K) Advisory Services

Our 401(K) Advisory Services are designed to help individuals who have a significant portion of their financial assets invested in a 401(K) plan. Our experienced advisors work closely with clients to understand their financial goals, risk tolerance, and time horizon. We then provide personalized investment recommendations and guidance on how to optimize their 401(K) plan.

Market Commentary & Analysis

At Trident Advisors, we believe that staying informed about market trends and analysis is crucial in making informed investment decisions. Our Market Commentary & Analysis section provides our clients with up-to-date information and insights on the market.

Meet Our Team

Our team of experienced professionals is dedicated to providing exceptional investment management and financial planning services to our clients.

Joseph C. Paul, President & CEO

Joseph Paul is President and CEO of Trident Advisors. With over 40 years of investment advisory experience, Joe has built a reputation for his expertise in portfolio management and investment consulting. Joe is committed to providing exceptional service and guidance to his clients.

Jennifer Taber, Vice President, Operations

Jennifer Taber is a 15-year veteran in the financial services industry. With her extensive experience and unique skill set, Jennifer oversees Trident's operational capabilities and ensures seamless execution of our back-office strategy.

About Our Services

At Trident Advisors, we believe in providing tailored financial solutions that align with our clients' individual needs and goals. Our services include portfolio management, investment consulting, 401(K) advisory, and market commentary and analysis.

Our Commitment

At Trident Advisors, our commitment is to our clients. We are dedicated to providing exceptional service, expertise, and guidance to help our clients achieve their financial goals.