Investment Approach

Triton Financial focuses on building wealth for our clients through targeted, risk-adjusted opportunistic investing. We combine traditional investments—stocks, bonds, commodities, and mutual funds—with proprietary direct equity investments geared toward high-yield capital appreciation.

Recognizing Opportunity, Maximizing Value

We seek out and acquire discounted or distressed assets well below market rates. Our acquisition approach overcomes the challenges of a dynamic market. We have the experience to recognize opportunities as they arise, and the flexibility to exploit the next trend as changes occur.

We then add value to our acquisitions by systematically executing a disciplined investment methodology that we’ve fine-tuned over years of experience. For example, we provide capital boosts to up-and-coming companies so that they can pursue new markets to increase profits. Or, we rehabilitate buildings to improve occupancy, which increases cash flow and resale value. The hold period for our investments is typically 24 to 36 months with a targeted internal annualized rate of return of 30%+.

Each of our investments has one goal in mind: maximize value for our investors.

We offer our clients direct access to this unique blend of non-traditional investment opportunities, carefully chosen and controlled by the Triton Group of Companies. We specialize in three investment areas that may significantly enhance portfolio value: Opportunistic & Value Added Real Estate, Growth Equity, and Venture Capital.

Direct equity investment opportunities are available through:

• Triton Realty
• Triton Land Development
• TVest

Since its inception, Triton Financial’s proprietary investments have substantially outperformed the S&P 500.