Our Origin

In 2003, Dan Laimon and John Barber were working together for a large money manager who, in their view, was more focused on marketing than he was on managing money. From their standpoint, it appeared their boss enjoyed being recognized by his industry colleagues and the media much more than he enjoyed working with and helping his clients. When their investment choices went poorly, the firm spent more time thinking about how to “frame” their poor performance rather than actually improving their clients’ portfolios. Dan and John started TriVant to provide you with expert advice and outstanding service – not excuses.