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"Plans are nothing; planning is everything."

Dwight D. Eisenhower

The Tria Formula™

With over 40 years of experience as a financial planner providing financial advice to high net worth clients, the investment advisors at Silverhawk have developed and refined the Tria Formula™, a process that effectively identifies the ideal asset allocation for you on a personally customized basis.

The Tria Formula™ benefits you by providing substantial diversification of your investment portfolio so that volatility in any one market sector is mitigated by the benefits of the other asset categories.

  • CORE

    This part of your portfolio enables access to the world’s equity and bond markets. Exposure is gained via a broadly diversified portfolio designed to meet your personal wealth objectives. We have the ability to access 120 talented portfolio managers with various stylistic investment approaches. This part of your portfolio can also provide exposure to alternative hedge fund managers when determined to be appropriate.


    Your investments need to be protected from large unexpected declines in the equity and bond markets. This is best accomplished by gaining direct exposure to investments in non-correlated asset categories.


    This part of your investment portfolio enables participation in positive returns in the equity and investment markets, yet protects you from losses that might be incurred by those same markets.

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Contact Information

Silverhawk Private Wealth – Headquarters
21090 N. Pima Road
Scottsdale, AZ 85255
Orange County Office
5140 Birch Street
Suite 300
Newport Beach, CA 92660