Escape the Wealth Management Industrial Complex

You've worked hard to create success. But is your wealth managed to align with your specific objectives and best interests?

Treussard Capital Management helps you regain understanding, agency, and control over your own financial assets.

In a world where your every decision is deliberate and every action purposeful, shouldn't the stewardship of your wealth follow the same principles?

At Treussard Capital Management, we empower you with sophisticated thinking without the superfluous complexity and foster collaboration, clarity, and understanding.

Jonathan Treussard Ph.D.

Jonathan Treussard, Ph.D.

Founder of Treussard Capital Management LLC, a fiduciary registered investment adviser.

Clients benefit from Jonathan's personalized service, which draws on his deep investment knowledge and years of experience managing sophisticated portfolios. His experience spans top academic institutions, billion-dollar family offices, and global asset management, so that you receive informed and strategic financial advice tailored to your unique needs.

Why Work with Us?

Experience

We bring unparalleled experience to our clients. Our knowledge spans from risk management to investment management, providing a comprehensive approach to managing your wealth.

Agility

Markets evolve constantly, and technology accelerates that change. As lifelong students of the market, we are dynamic and meticulous, and we strive to transcend today's best practices and seize tomorrow's opportunities.

Independence

Most importantly, we answer only to you. Unlike other financial firms with conflicting incentives, we provide unbiased, fiduciary advice.

You are our client, not the product.

Because you deserve to be treated as the client, not the product.

Our Clients

Individuals & Households

We manage your family's wealth so you can focus on what truly matters in life. Whether you're navigating complex transitions or managing assets across generations, we provide personalized guidance to help your family make informed decisions aligned with your goals.

business innovator

Business Innovators & Senior Executives

We help business innovators and senior executives make confident financial decisions and manage their assets to achieve their goals. Our solutions tailored for high-net-worth individuals empower you to focus on your passions and maximize impact.

Endowments & Foundations

We provide tailored investment solutions for foundations, endowments, and family offices, leveraging our experience with billionaires and their organizations. Using a disciplined, research-driven approach, we customize portfolios to meet specific goals, including diversification and asset management.

mother carrying daughter

Families with Multinational Lives

We help globally-minded families navigate cross-border financial planning, ensuring their wealth is managed with care. With a dual American and French background, we offer tailored advice for achieving your financial goals, whether in the US or abroad.

Jonathan Treussard Ph.D.

Find Out If You Wished You'd Met Us First.

Looking for a second opinion? Let's discuss your portfolio, no strings attached.

  • Our first consultation is complimentary and it will give you immediate insights. We'll review your current portfolio, highlighting what's working well and pinpointing areas for improvement. This will also give us a chance to see if we're a good fit for each other.

    After our conversation, you might find us to be your first choice. If that’s the case, we can proceed to planning and executing a plan that makes you feel like you’ve regained understanding, agency, and control over your own wealth.

Upcoming Events & Latest Articles

Featured
Seven Trillion Dollars Can’t Be Wrong (Or Can They?)

As of last week, there are seven trillion dollars in money-market funds. Many of these dollars are parked in money-market funds because they seem like "a deal too good to pass up."

But remember: The market doesn’t make a habit of handing you free money. To make matters worse, when people face significant uncertainty, certainty goes for a premium, even if it’s just the illusion of safety. And uncertainty has been high for years and shows no signs of letting up.

Read More →
Kiplinger Personal Finance Magazine — Treussard on “Equity Income” | Covered-Call ETFs

“There are things that investors probably don't totally understand when they buy and hold covered calls," says Jonathan Treussard, founder of Treussard Capital Management.

"For example, are you okay with giving up market upside but retaining downside risk in exchange for income?"

"It's very important to understand that, by and large, covered-call ETFs tend to be an order of magnitude less tax efficient than plain-vanilla ETFs.”

Read More →
Be Like Water

“Be like water” is about being flexible and adaptable. It’s about being liquid-like. There is something to that, when it comes to investing.

Of course, the world changes, and you should evolve your opinions with new facts. But there is something else about the two basic activities of investing: managing risk and pursuing returns.

Read More →

FEATURED IN

the wall street journal
barron's
kiplinger's personal finance
the journal of portfolio management
financial analysts journal

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