I spent decades in the business.
Then I built what I wish my clients had.
For years I watched the same thing happen. A client would open a statement, scan the pages, and quietly admit they had no idea whether they were doing well. Not because they weren't smart — because the statement was never built to answer the question.
Three numbers decide it: what you made, what you paid, and what you risked. Almost no statement puts them side by side. The whole industry, frankly, profits a little from that fog.
So I built TriScore to do one thing: read your statements and hand back those three honest scores — plus a single number out of 100 — in plain language. We don't manage your money. We don't sell products. We don't take commissions. We charge one flat fee and give you something you can use anywhere.
That independence is the entire point. It's the high ground, and we intend to stay on it.
Independent
No products, no commissions, no assets under management. Our only incentive is being right.
Plain language
Three scores, in percent and dollars. The answer in three minutes, not thirty pages.
Yours to keep
Your report belongs to you — use it with your advisor, a new one, or on your own.