Our Track Record of Success

Since our founding, Tricore Wealth has consistently delivered strong returns for our investors across market cycles. Our disciplined approach to sourcing, underwriting, and managing investments has resulted in a track record of outperformance relative to industry benchmarks.

Our success is built on several key pillars: deep sector expertise, a global network of relationships, rigorous due diligence, and active portfolio management. We don't just provide capital - we partner with management teams to accelerate growth and create lasting value.



As of March 31, 2023. This information discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be construed as research or investment advice. This material has been prepared by Tricore Wealth and is not financial research. It was not prepared in compliance with applicable provisions of law designed to promote the independence of financial analysis and is not subject to a prohibition on trading following the distribution of financial research. The views and opinions expressed may differ from those of other departments or divisions of Tricore Wealth and its affiliates. Investors are urged to consult with their financial advisors before buying or selling any securities. This information may not be current and Tricore Wealth has no obligation to provide any updates or changes.