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Denver Five Star award winner

PROFESSIONAL PROFILE

Derek N. Eichenwald

CEO & Senior Investment Executive
Triumph Capital Management
1610 Wynkoop St, Ste 550
Denver, CO 80202
Office: 720-399-5551
DerekE@TriumphCapitalManagement.com
www.TriumphCapitalManagement.com

Professional Approach

At Triumph Capital Management, your financial success is our number one priority. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk all while helping you take care of yourself and your family. We hold our fiduciary obligation in the highest regard and strive to foster long-term professional relationships that encourage open and honest communication. 

As a registered investment advisor, our commitment is to help you work towards achieving all your financial goals and to provide you with a stress-free retirement. We have a devotion to excellence in everything we do. As a dedicated fiduciary, we consider it an honor and a privilege to help our clients work toward making sound investment decisions that contribute to a more secure financial future. We strive to provide impeccable customer-centered service to help grow your portfolio and preserve existing assets. Ultimately, your success is our success.

Our firm was locally founded in the heart of Denver with the express intent of partnering with our clients in every aspect of their financial lives. Our staff consists of professional wealth managers that provide a hands-on approach to financial advice. Not only will you find our team members knowledgeable, but you will ultimately discover that our staff truly cares about helping to make your dreams a reality.

This award was issued on 10/01/2023 by Five Star Professional (FSP) for the time period 12/12/2022 through 06/30/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,580 Denver-area wealth managers were considered for the award; 247 (10% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 2132, 235, 11%, 10/1/22, 1/17/22 - 7/15/22; 2021: 2158, 206, 10%, 10/1/21, 1/4/21 - 7/30/21; 2020: 2172, 213, 10%, 10/1/20, 1/20/20 - 8/14/20; 2019: 2146, 262, 12%, 10/1/19, 1/21/19 - 8/23/19; 2018: 2255, 267, 12%, 10/1/18, 1/18/18 - 8/21/18; 2017: 1716, 287, 17%, 10/1/17, 1/18/17 - 8/9/17; 2016: 1552, 515, 33%, 9/1/16, 2/23/16 - 8/26/16; 2015: 3008, 517, 17%, 10/1/15, 2/19/15 - 8/17/15; 2014: 4385, 528, 12%, 10/1/14, 2/19/13 - 8/17/13; 2013: 2083, 607, 29%, 10/1/13, 2/19/12 - 8/17/12; 2012: 1965, 611, 31%, 10/1/12, 2/19/11 - 8/17/11.
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Advisory services offered through Triumph Capital Management, a registered investment advisor. Insurance offered through Triumph Capital, LLC, an independent agency.

The inclusion of a Wealth Manager in the Top Ranked Investment Manager and Financial Planners, Five Star awards and any other publication that awards are published in is based in part, on client response to survey and additional criteria utilized by the awarding organization which are not necessarily representative of the experience of all clients. The awards or ratings are not indicative of the Wealth Manager's future performance or success.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.