After more than four decades in the financial services industry, Danny Fontana and Mike Bernadino joined together and launched Triune Capital Advisors in 2004. As a privately held partnership, Triune Capital Advisors is a full-service broker-dealer and insurance company. Our firm offers a wide breadth of services tailored to meet the needs of individual and corporate clients. From financial planning and portfolio management to property and casualty insurance and business succession planning, we help solve the critical financial issues facing today's investors, and work towards assuring their financial security. Triune Capital, we stand strong on our founding ptinciples to not only meet the goals of our clients, but to help minimize their costs in doing so. As such, we do not sell proprietary products, thereby allowing us to keep our focus on the individual client needs, and make every attempt to provide unrestricted views of investment opportunities. Located in the heart of Charlotte's Uptown Business District, Triune Capital provides financial services primarily to clients throughout the Southeastern United States. To learn more about Triune Capital Advisors, Contact Us to schedule a no-obligation appointment today, or call 704-714-2200.
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