Company Background
Triumvirate Capital Investments was formed when Jacob Cluff (Cluff), Jake Winkel (Jake), and Adam Caruso (Adam) agreed on the long-term potential of an investment strategy. After months of researching, backtesting, and investing the majority of their net worth, Cluff, Jake, and Adam felt confident that their strategy could scale quickly and produce exceptional long-term returns for friends and family members.
Adam Caruso
Co-Founder and Manager
Adam has always appreciated the importance of long-term investing. He helped establish Triumvirate Capital to achieve exceptional returns for his friends and family. His investment philosophy has been influenced by John Bogle, Eugene Fama, Ian Ayres, and Barry Nalebluff. Adam earned a BS in Accounting from Brigham Young University in 2020.
Jacob Cluff
Co-Founder and Manager
Jacob made the decision to start Triumvirate Capital while studying Accounting at Brigham Young University. He primarily learned to appreciate the world of business from his Accounting professors (especially the Stice brothers), and has since had a passion for financial analytics . Before studying at BYU, Jacob served a two year volunteer mission in Sweden for the Church of Jesus Christ of Latter-day Saints. Having lived all over the country, Jacob has developed strong relationships with many individuals nationwide.
Jake Winkel
Co-Founder and Manager
Jake is passionate about the importance of financial literacy and helping others find direction towards their financial goals. Jake has experience in the operation, growth, and the management of multiple successful businesses. He enjoys acting as a mentor and consultant to startup companies. His favorite investors are Jesse Livermore, John Neff, and Bill Gross. Jake currently studies financial mathematics at Utah Valley University.