Bigger is not always better

As president and founder of Red Triangle, Helen “Cokie” Berenyi brings a long history and understanding of the financial services business. And she knows how to get results. Among her many industry successes since 1996, Cokie was instrumental in expanding the managed assets of a small advisory practice from $25 million to more than $300 million. That experience gave her unique insights as she formulated Red Triangle, where her passion for getting back to basics and serving a small number of clients with similar goals was reborn.

Cokie believes firmly that investment portfolios should be well-diversified and that real estate should be a key component, an option most other advisors can't offer.

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