Core Principles
The Pull-Based Methodology That Changes Everything
At Trois Investments, we’ve revolutionized investment advisory by putting your needs first, not our products. Our pull-based methodology ensures every recommendation is tailored to your unique circumstances.
The Trois Difference
While most firms “push” pre-selected products, Trois “pulls” bespoke opportunities tailored to your goals – putting client needs before profits (See illustration below).
Measurable Advantages for Our Clients
The 6-Phase Process
Discovery
Comprehensive profiling of financial objectives, risk tolerance, personal considerations, and regulatory context.
Global Market Analysis
Systematic scan and research of real estate, private equity & alternative investments, citizenship/residency programs, and legal structure matching your profile.
Solution Design
Custom-built recommendations with portfolio analysis, scenario testing and cultural alignment verification.
Transparent Presentation
Clear rationale with opportunity assessment, comparative analysis, and implementation planning.
Seamless Execution
Coordinated with our vetted network of legal, tax, and financial experts, process management and quality control, and risk management and compliance.
Ongoing Partnership
Continuous performance monitoring, strategic adjustments, and education as your needs evolve.
Quality Assurance Benefits of Our Approach
Financial Vetting
Historical performance analysis → Validates track record
Fee structure transparency → No hidden costs
Liquidity term evaluation → Matches your cash flow needs
Legal Protection
Jurisdictional compliance checks → Avoids legal pitfalls
Investor protection review → Safeguards your rights
Dispute resolution clarity → Reduces future conflicts
Operational Excellence
Management team assessment → Confirms expertise
Reporting standard audit → Ensures transparency
Operational capability review → Guarantees execution quality
Market Intelligence
Competitive positioning analysis → Identifies true differentiators
Growth potential modeling → Aligns with your horizon
Risk factor mapping → Proactively manages downsides