Our goal at Tryon Investments, LLC is to cater to the expectations of the High Net Worth (HNW) and Ultra High Net Worth (UHNW) investor(s). Typically, these clients seek higher returns, which usually have higher risk, with lower exposure to the traditional stock/bond market. Most Private Placements have very strict criteria for investors and require participants to be accredited investors and meet suitability standards. Investing involves risk including the potential loss of principal. Some of our investment access is available to non-accredited investors, as well.

The term “accredited investors” is defined by the U.S. Securities and Exchange Commission (SEC) as individuals with a net worth (not including a primary residence) in excess of $1 million, or individuals with a gross income of at least $200,000 ($300,000 for joint income with a spouse) for each of the two last years. The individual must have the expectation that the same level of income will continue in the current year. Securities Offered through Cabin Securities, Inc. Member FINRA/SIPC

Our Unique (and Strict) Philosophies:

  • No Pressure, No Obligation to ever become a Client – we’re never selling
  • Keep Costs Low to Clients – we do this so clients get the benefit of compound interest (at lower costs) over time
  • Value-Add – Our Portfolios strategies are designed to be elastic (defensive shifting prior to anticipated technical corrections, coupled with offensive to take advantage of lower market buy-in opportunities)
  • Educate in Simple, easy to Understand Language – we want our clients to fully understand their investments
  • Flawless Integrity – we like to sleep at night
  • Strict Fiduciaries – we will only do what’s best for our clients, never our pocket book
  • Debt-Free (professionally) – this allows us to never sell and remain 100% client-driven
  • Utilize Independent Custodians – no one receives statements from Tryon Investments, LLC
  • Tortious, Not the Hare – we’re very Capital-Preservation Oriented
  • Communications – we provide monthly newsletters, special items of interest and quarterly market and economic updates
  • Benchmarking – we Benchmark our clients’ performance to applicable benchmarks, so we can justify our value-add
  • Transparent – everything we do is transparent … there’s never any hidden fees, costs or incentives
  • We invested in Capital Market Consultants, a firm catering to large pensions and Ivy League endowments, to provide our clients “world-class” talent.

“Only What’s Best for Clients” – No cost services

  • Portfolio Analysis Review (PAR report) – 2nd set-of-eyes
  • Social Security Maximization Report – shows all available options
  • Retirement Analyzer – financial planning

CMC Models (audited each year, 16+ year history)

  • Conservative Bond ETF
  • Dividend Income ETF
  • Balanced ETF (40/60 stock/bond)
  • Conservative Growth ETF (60/40 stock/bond)
  • Growth ETF (80/20 stock/bond)
  • Capital Appreciation ETF (98/2 stock/bond)