Anton L. (Tony) Janik, Sr.
is the founder and President of Trident Wealth Management,
LLC and has more than 30 years of experience in investment
management, personal trust services, private banking, management
consulting and the marketing of professional services. In
2000 he earned his designation as a Licensed
Fiduciary from the Certification and Licensing Division of the Arizona Supreme
Court (License Number 20283).
is a graduate of the University of Illinois, where he was
an Evans Scholar (full academic scholarship.) His desire to better serve the investment
needs of the retiring 'baby-boom' generation led to the establishment
of the firm in August of 2006. Before starting Trident, he
was a partner at Foothills Asset Management. Tony first came
to Arizona in 1974 as one of the founding officers of The
Northern Trust Company of Arizona, where he developed strategic
marketing and client relationship programs.
In the mid-nineties, Tony was appointed to the position of
Technical Advisor to the New Russian Federation's Office of
Privatization for which he established three consulting offices in the mid-Urals Sverdlovsk region of western Siberia under the auspices of
the U.S. Agency for International Development (USAID) and
Arthur Anderson. His assignment was primarily focused toward
assisting Russian manufacturing firms matriculate into the
emerging market driven economy.
Tony is active in the Phoenix arts community and is a long-time
member of the Rotary Club of Scottsdale. In addition, he serves
on the Scottsdale Ranch Community Association Finance Committee
as well as the Advisory Board of Starlight Children's
Tony is also a member of the Arizona Fiduciaries Association
as well as an associate member of both the Trust and Probate
and the Elder Law & Mental Health Sections of the State
Bar of Arizona.
Heather Jugovich is our
administrative assistant. In the event Tony is not available
please feel welcome to speak with Heather to discuss any need
you might have. Heather will be happy to take a detailed message
and is able to email Tony immediately to advise him of your
CORPORATE TEAM PARTNERS
Back Office Support Service (BOSS)
serves as our portfolio administrator. Our team at BOSS "downloads"
each day's portfolio accounting data from Schwab Institutional
and uses it to populate the accounting records for our clients.
BOSS is also responsible for producing our comprehensive quarterly
statements and the investment performance analysis that we
provide for each client's account.
Charles Schwab Institutional
Advisor Services Team is a dedicated 11-person group at our Custodian,
Charles Schwab & Co., Inc., who handles all matters relating
to investment operations for our clients. From offices in
Phoenix, the Advisor Services Team serves the operational needs of Registered
Investment Advisors like Trident in the four corners region
of the southwest (Arizona, Colorado, New Mexico and Utah).
The Advisor Services Team is responsible for establishing all new custodial account
relationships and keeping the master custodial accounting
and tax reporting records for our clients. In addition, the
Advisor Services Team facilitates the transfer and tracking of assets being received
into our client's accounts from banks, brokers, trust companies
and mutual funds.