About Trg Investment Advisors, LLC
<p>Investment advice and retirement plan support are the core of Trg Investment Advisors, LLC, an SEC-registered investment advisor that works with both individuals and businesses. The firm reports $6.6B in AUM (2026) and provides 3(21) fiduciary services for employer-sponsored retirement plans.</p> <p>Headquartered in Brattleboro in southeastern Vermont near the New Hampshire border, Trg Investment Advisors also has an office in West Lebanon, New Hampshire, serving the Upper Valley and the broader Vermont–New Hampshire region.</p> <p>Client work includes portfolio management, pension consulting, and financial planning. The investment toolkit covers private equity, credit, real estate, infrastructure, fixed income, and hedge funds, which can be used where appropriate for plan sponsors and personal wealth needs.</p> <p>What sets the firm apart is its mix of retirement plan fiduciary support and access to a wide range of public and alternative investment strategies under one advisory platform. Learn more about similar <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>SEC-registered investment advisor</li> <li>3(21) fiduciary services for retirement plans</li> <li>Portfolio management and pension consulting</li> <li>Financial planning</li> <li>Strategies across private equity, credit, real estate, infrastructure, fixed income, and hedge funds</li> </ul>
Website: https://www.trgadvisory.com/
Office Locations
- West Lebanon, NH
- Brattleboro, VT (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $6.6B