Auburn Tridea was founded in 1976 in Auburn, California to provide investment advice for individuals in and around Placer County.  It has expanded over the years to include clients and institutions throughout California and the Western United States.

If you are curious about what TRIDEA of Auburn Tridea signifies, it is the combination of the three basic services that we provide our clients. We generally find that our clients need assistance in one or more of these areas:

ACCUMULATION of assets and growth of capital  

PRESERVATION of your money from risks that can be planned for

DISTRIBUTION of your investments through income and cash flow solutions

Whether you are looking to create and grow your assets, preserve them against inflation or other risks, or generate an income stream, we are here to provide professional guidance.

We work with you using time-tested, pragmatic financial  alternatives based on your goals and objectives.  We take pride in custom-crafted solutions for each of our clients.

If you have questions or would like to discuss your options, please contact us.  We look forward to serving you.