AUSTIN, Texas & MANHATTAN BEACH, Calif.--(BUSINESS WIRE)--Kestra Financial and TriLinc Global, LLC (“TriLinc”) announce their collaboration to provide financial professionals and their clients with access to alternative investment opportunities seeking low market correlation, competitive returns, and stable income, while pursuing environmental, social, and corporate governance (ESG) and impact objectives.
“Our new collaboration with TriLinc offers our financial professionals access to a unique private investment opportunity that complements our existing offerings with a global, diversified, ESG, and impact focus,” said Stephen Langlois, President of Kestra Financial. “We are delighted to partner with the TriLinc team to heighten our wealth management value proposition and advance the growth of our financial professionals’ practice through forward-looking, client-centric investment strategies.”
Gloria Nelund, TriLinc CEO and Founder, commented, “We are very excited to work with Kestra Financial, a recognized leader supporting independent financial professionals with tools, services, products, and technology to better serve their clients. Industry research highlights the increasing demand by investors and their financial professionals for products that pursue noncorrelation and yield with meaningful ESG/impact. We believe that through our partnership, Kestra Financial and TriLinc can empower investors to align their wealth with their values without compromising return.”
About Kestra Financial
Kestra Financial, a division of Kestra Holdings encompassing the Kestra-branded broker-dealer and investment advisers, provides a leading independent wealth management platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial professionals in delivering comprehensive securities and investment advisory services to their clients.
Kestra Financial, Inc. is the parent company of Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services may be offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Kestra Financial, Kestra IS, Kestra AS and Kestra PWS are not affiliated with TriLinc Global, LLC and its affiliates.
For more information about Kestra Financial, please visit www.kestrafinancial.com.
About TriLinc Global, LLC
TriLinc is a female-founded, -owned and -led impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its registered investment advisor subsidiaries, TriLinc has invested over $1 billion in private debt globally and seeks to demonstrate the power of the capital markets in helping solve some of the world’s pressing socioeconomic and environmental challenges. TriLinc funds provide growth-stage loans and trade finance to established small and medium enterprises (“SMEs”), primarily in select developing economies where access to affordable capital is limited. Borrower companies must demonstrate the ability to pay market rates, pass TriLinc Global’s ESG screens, and commit to tracking and reporting on self-identified impact metrics.
For more information, please visit www.trilincglobal.com.
This information is for general purposes only and does not represent a recommendation or offer of any particular security, strategy, or investment. There is no guarantee that TriLinc’s investment strategy will be successful or will avoid losses. The use of leverage can make investment performance more volatile. Investment in a pooled investment vehicle involves significant risk including but not limited to: units are restricted; no secondary markets; limitation on liquidity; transaction and redemption of units’ distribution made may not come from income and if so will reduce the returns; are not guaranteed and are subject to board discretion. TriLinc is not suitable for all investors. TriLinc Global LLC (“TLG”) is a holding company and an impact fund sponsor founded in 2008. TriLinc Advisors, LLC (“TLA”) and TriLinc Global Advisors, LLC (“TLGA”) are wholly-owned subsidiaries of TLG and are SEC registered investment advisors. Securities offered through CommonGood LLC, Member FINRA/SIPC. Registration and membership do not indicate a certain level of skill, training, or endorsement by the SEC, FINRA, or SIPC.
