01. Open your account
You open an individual brokerage account in your own name through the advisory process.
TRI CAPITAL ADVISORS
Investment programs managed for you.
You do not need trading experience. TRI Capital Advisors helps clients access professionally managed investment programs while keeping visibility into their own account.
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FIRST RESPONDERS PROGRAM
Built for first responders and the families behind them.
TRI Capital Advisors gives first responders access to a disciplined investment program. The account remains in the client’s own name, with regular visibility and communication.
Three percent of trading profits is directed to a local or regional first responder charity. The giving is tied to profits, so it grows when the program performs.
HOW THE PROGRAM IS STRUCTURED
You keep the money. We connect the strategy.
The structure is designed around access, control, and direct communication.
02. Fund it responsibly
Choose a starting amount and contribution plan that fits your budget and risk tolerance.
03. Strategy connection
The account is connected to a systematic trading strategy. No manual trading is required from the client.
04. Stay in control
You receive statements, communication, and visibility into your account throughout the process.
RISK MANAGEMENT
Capital preservation is built into the rules.
No trading program can remove risk. The goal is to define risk before trades are placed and prevent emotion from driving decisions.
Hard stop on every trade
Each position has a predefined exit set before the trade is opened.
Two percent daily loss cap
If the account reaches the daily loss limit, trading stops for the rest of the session.
No overnight exposure
Positions are closed before the New York close to reduce overnight and weekend gap exposure.
Volatility adjusted sizing
Trade size is reduced when markets become more volatile to help keep risk consistent.
ALIGNED BY DESIGN
We are paid from trading profits.
The advisory model is designed so incentives are tied to performance. Details are provided in the account agreements and disclosure documents.
Your account, your name
This is not a pooled fund. TRI Capital Advisors does not take custody of client money.
First responder giving
A standing charitable feature directs three percent of trading profits to a local or regional first responder charity.
Direct access
No call center. You can speak directly with the team behind the program.
THE TEAM
Direct access to the people behind the program.
Josh Barnes
CEO, Co Founder and Portfolio Manager
Strategy architect overseeing trading logic, execution, and ongoing strategy monitoring.
+1 850-776-1236Dave Guttman
Co Founder and Strategic Advisor
Investor relations and program structure support with experience building and scaling companies.
+1 312-420-0758