Wealth Management | Financial Planning

Fee based financial planning and investment advisory services are offered by Tryon Investments, LLC, a Registered Investment Advisor in the State of Iowa. Insurance products and services are offered through Tryon Enterprises, LLC (dba Tryon Financial Group). Tryon Investments, LLC and Tryon Financial Group are affiliated companies.  Securities Offered through Cabin Securities, Inc. Member FDIC and SIPC. 

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”

Tryon Investments, LLC

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