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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101
(619) 2863930

About TriVant Custom Portfolio Group, LLC

We are long-term investors that have a record of providing a good return and good service to our clients.

We are transparent in how we serve our clients. We make understandable investments in publicly- traded assets. We never tie your money up in illiquid assets, annuities or private equity. You always have access to your money when you need it.

Our clients have security in knowing their assets are held at Charles Schwab where they can review their accounts at any time. Our statements clearly show your investments, their values and your performance.

By operating transparently, we give our clients peace-of-mind showing them that we invest in a straight-forward manner and that we are advising in their best interest.

General Information

Firm Start Year


No.of Employees




Firm CRD#


States Licensed in



Registered Investment Advisor


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA)

Securities Licenses

Series 65

Financial Organization Memberships

CFA Institute, CFA Society of San Diego

Compensation and Fees

Fee Structure

I am a Fee-Only financial professional

Compensation Methods

Based on Assets


Bachelor of Arts - Political Science

1980 - 1985

MBA - Business

San Diego State University
1995 - 1998