Be prepared for every phase of life Planning Services

A successful plan is, by definition, a usable plan — one that maps and informs the family or organization’s activities as part of a long-range view.

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pursue Financial Independence and personal freedom Investment Services

At TriSummit Investment Advisors disciplined investment philosophy is a fundamental component of our commitment to you. We take a long term approach to investing while managing risk.

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Protect WHat's Most important to you Insurance Services

Planning for the future involves more than investing. Insurance and its role within a well-developed financial strategy is often under appreciated. We can help.

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Implement proven strategies for pursuing tangible Growth business services

We provide strategies needed to help your small, medium or enterprise business grow.

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Build a Gift that may last for Generations FOUNDATION SERVICES

Foundation Services Group, a division of TriSummit Investment Advisors, can help donors learn how to leave a legacy through planned giving.

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FOR A HIGHER LEVEL OF ADVICE

Welcome to TriSummit Investment Advisors

The professionals at TriSummit Investment Advisors (formerly known as TriSummit Financial), are affiliated with broker/dealer LPL Financial. TriSummit Investment Advisors offer Certified Investment Management Analysis (CIMA) and Consulting (CIMC) for individual investors, foundations, and endowments. We take great pride in providing institutional standards for organizations and individual investors alike. Through a comprehensive investment advisory process, we develop and implement planned strategies appropriate for helping you pursue your long-term financial goals.

Ray Dicius
LPL Registered Principal

Terri Dicius, CIMA, CIMC
Director of Research
Branch Operations Manager
man

INVESTMENT SERVICES
  •  Certified Investment Management Analysis (CIMA)
  •  Certified Investment Management Consulting (CIMC)
  •  LPL Hourly Consulting
  •  Professional Services

PLANNING SERVICES
  •  Retirement Planning
  •  Estate Planning
  •  Risk Management
  •  Education Planning
  •  Executive Benefit
  •  Business Succession Planning

INSURANCE SERVICES
  •  Disability and Long-Term Care
  •  Life Insurance
  •  Employee Benefits

BUSINESS SERVICES
  •  Qualified Retirement Plans
  •  Defined Benefit Plans
  •  Owner and Employee Benefits
  •  Succession Planning
  •  Business Continuation Planning

FOUNDATION SERVICES
  •  Planned Giving
  •  Charitable Estate Planning
  •  Wealth Management
  •  Philanthropic Services

Contact

TOLL FREE

800.727.0941

760.600.6808
909.866.6002
ray@trisummit.com
74897 S Cove Dr
       Indian Wells, CA 92210

Contact Us

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associations are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states:

AR, AZ, CA, CO, FL, HI, ID, IL, MD, MN, MO, NM, NJ, NV, NY, OR, TX, UT, WA
If your state of residence is not listed, please locate an LPL Registered Representative in your state of residence
by accessing http://www.lpl.com or calling 800.877.7210.

Securities and advisory services on this site are offered through LPL Financial, a Registered Investment Advisor.
Member FINRA/SIPC. For more information please visit brokercheck.finra.org

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.


© COPYRIGHT 2018 TRISUMMIT INVESTMENT ADVISORS
© Copyright 2016 - TriSummit Investment Advisors