Services
Financial Planning
Your financial plan in life is essential to a successful and healthy future. We coordinate with you to create a plan that can be navigated and adjusted as life circumstances change. We help with:
- Growing your investments with retirement accounts: IRA, Roth IRA, Solo 401k, Business 401k, 457, 403b
- High earner and high deduction small business planning
- Distributions for maximum income and optimized risks
Portfolio Management
Treveri Capital LLC is always actively on the look out for new trends, assets, and risks in the markets daily. From equities, bonds, to crypto currencies. Being proactive, Treveri Capital LLC is always looking for ways to maximize returns and minimize risks to achieve your goals.
Estate Planning
Having a lasting legacy for family members or loved ones is important. Keep control of your estate with a well thought out plan to prevent state officials from doing it for you.
Business Services
Small business services for high growth markets focusing on seed, series A, series B, series C companies. Services include 401k setup, 401k analysis, buy/sell agreements, and private equity executive liquidity management.
Insurance Risk
Individual or business risk is essential to protect against unexpected life events. Mitigating risks with insurance is essential for smooth sailing. We specialize in life, long term care, and Medicare Supplement plans.
Institutional Services
Actively managed solutions for institutional clients and family offices. Get exposure to high growth and crypto markets with complete transparency and custodianship. Highly liquid and income based strategies with managed portfolio volatility.
About
Treveri Capital
Treveri Capital helps empower your financial goals. Being an independent wealth advisor, Treveri Capital serves individuals, families, businesses, and institutions. We are a small business and privately held which makes us align with your financial goals!
Founder
Jeff Martinez, Chartered Retirement Planning CounselorSM (CRPC®), started his finance career at the Pacific Stock Exchange in downtown Los Angeles as a new generation of electronic floor brokers. Being on the cutting edge of financial technology, he grew that operation to billions of executed shares per day to it’s buyout from Merrill Lynch. He specialized in micro market structure and likes inefficient alternative markets.
Taking his past knowledge from the institutional market place, Jeff created Treveri Capital LLC to help individuals achieve their financial goals.
On his free time, he organizes Los Angeles Fintech Meetup group to empower others to learn about the fast growing financial technology space.
Insurance licenses: Alabama (AL) 3002716151, Arizona (AZ) 16410578, California (CA) 0H58766, Colorado (CO) 804836, Florida (FL) W873163, Georgia (GA) 3529513, Illinois (IL) 16410578, Indiana (IN) 3938502, Kentucky (KY) 1359114, Louisiana (LA) 1076415, Michigan (MI) 16410578, Mississippi (MS) 11055479, Missouri (MO) 3003217598, North Carolina (NC) 16410578, New Jersey (NJ) 3002429658, Nevada (NV) 3859757, New York (NY) LA-1738048, Ohio (OH) 1454994, Oregon (OR) 16410578, Pennsylvania (PA) 1110332, South Carolina (SC) 16410578, Tennessee (TN) 3002429667, Texas (TX) 2825691, Utah (UT) 1004100, Virginia (VA) 1314601, Washington (WA) 1171233, West Virginia (WV) 16410578
