Trillium Square Advisors LLC
Trillium Square Advisors LLC

Trillium Square Advisors LLC

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

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Introduction: Sukesh Pai is the founder and Principal of Trillium Square Advisors LLC, a registered investment adviser in the State of North Carolina. With over 20 years of broad industry experience, Sukesh brings fresh perspective from different disciplines such as engineering and design to the financial advisory service. Sukesh works with individual investors and families with careers primarily in the technology industry. Having started his career in the technology industry, he understands the needs and aspirations of engineers, scientists and software developers. He implements evidence-based strategies and systematizes the investment process to mitigate the impact of behavioral biases in decision making. At Trillium Square, his mission is to identify dreams and aspirations of his clients so he can help them structure their finances to achieve their dreams. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar. He is a member of Rotary Club of Rolesville and a volunteer at the Triangle Area Hindu Temples' Community Support Group.
Overview

Serves Rolesville, NC

License verified

1 employee

3 years in business

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Social media

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This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Featured Projects

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Reviews
5.0

1 review

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Thumbtack Customer

When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him.Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for.Highly recommend to anybody who is looking for financial guidance to try a free consultation.
Feb 4, 2020
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Review from Google
Credentials
License

License Type: Investment Adviser Firm (NC)

License verified on 7/31/2020

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I am a fee-only fiduciary advisor and my pricing is very transparent. You can event calculate what you might pay be using the calculator at my website: trilliumsquare.com/pricing.html I also quote a fixed rate for project that are well understood in terms of the scope and complexity.

  • What is your typical process for working with a new customer?

    I am a fee-only fiduciary financial advisor. I help my clients get comfortable with their finances and I enjoy coaching them to be confident with money. I follow a 10 points financial success analysis process. Here is short video that shows my financial planning process: trilliumsquare.com/financialprocess.html

  • What education and/or training do you have that relates to your work?

    Sukesh Pai has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession. The CFA Program is the most respected and recognized investment management designation in the world with more than 135,000 charterholders globally.

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