Dan Laimon is the Managing Member of TriVant Custom Portfolio Group, LLC, an investment management specialist for individual investors. He has more than two decades of experience in the finance industry. In addition to portfolio management, he held previous positions in foreign exchange, investor relations, stock research and investment banking. He has co-authored an article entitled “Mandating the Probability of Success: A New Approach to Retirement Planning” (Journal of Retirement Planning). This article details TriVant’s unique proprietary approach to safe retirement.
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Paladin Registry has been featured in Kiplinger, Business Week, Forbes, The Washington Post, Yahoo Finance and has been seen in numerous other leading financial news and information websites.
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