TREVIAN WEALTH MANAGEMENT LLC

Trevian Wealth Management offers investment management services. Before providing any advisory services, clients must enter into a written agreement with Trevian Wealth Management outlining the terms and conditions of the advisory relationship. This agreement is referred to as the "Advisory Agreement." Trevian Wealth Management monitors client portfolios on an ongoing basis and conducts regular internal account reviews at least quarterly. These reviews are conducted by the Firm's Founder & CEO, Philip Swisher. Clients are encouraged to discuss their needs, goals, and objectives with Trevian Wealth Management and keep the Firm informed of any changes. The Firm contacts clients at least annually to review previous services and recommendations, as well as to discuss the impact of any changes in the client's financial situation or investment objectives.

Trevian Wealth Management believes that risk is the permanent loss of capital, not price volatility, and that inflation is a significant long-term threat to wealth preservation and growth. They also believe that it is difficult for an active fund manager to outperform a market index over decades after costs and fees, and difficult for an investor to correctly predict in advance which small percentage of active fund managers will do so. Trevian Wealth Management believes that the best way to build long-term wealth is to maintain a thoughtful asset allocation, remain invested (i.e., not attempt to time markets), and keep costs and fees low. Each client of the Firm receives a customized asset allocation, which takes into account each client’s current and prospective financial situation, and which is regularly reviewed as client circumstances and market conditions change.

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