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Who We Are - A Registered Investment Advisory Firm
Our Vision
At TRES GROUP, our vision is to be a leading business and management consulting firm in the industry, providing innovative solutions and unparalleled service to our clients.
Our Expertise
TRES GROUP, LLC, an Idaho corporation, is a privately held Registered Investment Advisor, providing both Investment Advisory Services and Marketing Consulting Services to clients.
For detailed information about TRES GROUP LLC's services, including our brochure, please visit the Financial Industry Regulatory Authority (FINRA) website (CRD #310596), where you can learn more about how we can assist you.
Our Approach
We take a data-driven approach to consulting, utilizing the latest technology and tools to analyze and interpret complex data sets. This enables us to identify trends and opportunities that can help our clients achieve their business goals.
Executive Leadership
Lisa Bakota
Legal and Medical Consultants
Keith Breeden
Chief Executive Officer
As CEO, Lisa specializes in business marketing, market research, and investment presentations as a Registered Investment Advisor, focusing on personalized financial strategies to help clients achieve their goals. She founded TRES GROUP after 14 years in investment advisory with Harrison and Horlick, Inc., and over
Chief Executive Officer
As CEO, Lisa specializes in business marketing, market research, and investment presentations as a Registered Investment Advisor, focusing on personalized financial strategies to help clients achieve their goals. She founded TRES GROUP after 14 years in investment advisory with Harrison and Horlick, Inc., and over 20 years as a strategic account manager with Canon Solutions America and Konica Minolta. Lisa holds an MBA from California State University, Los Angeles, and a California Real Estate Broker's License. She is also a board member of We are G.A.M.E., Inc., and is currently pursuing a Ph.D.
Keith Breeden
Legal and Medical Consultants
Keith Breeden
Executive Vice President, Administration
Keith Breeden is the Executive Vice President of Administration at TRES GROUP, LLC, where he leads daily operations, including administrative functions, human resources, and compliance. His focus on innovation and process optimization drives the company's growth and efficiency. Keith is pivotal in s
Executive Vice President, Administration
Keith Breeden is the Executive Vice President of Administration at TRES GROUP, LLC, where he leads daily operations, including administrative functions, human resources, and compliance. His focus on innovation and process optimization drives the company's growth and efficiency. Keith is pivotal in strategic planning, marketing, client relations, and implementing advanced technology systems. A founding member of HBP Exploration LLC, Keith brings a wealth of experience and leadership to both firms, contributing significantly to their strategic development and operational success.
Legal and Medical Consultants
Legal and Medical Consultants
Legal and Medical Consultants
MEDICAL
Dr. Dohwa Kim
Dr. Kim is a geriatrician with hospital affiliations including the County of Los Angeles and the University of Southern California (USC). With over 15 years extensive experience in geriatrics and internal medicine, she serves as a consultant for TRES GROUP, providing expert insights into senior care and healthcare str
MEDICAL
Dr. Dohwa Kim
Dr. Kim is a geriatrician with hospital affiliations including the County of Los Angeles and the University of Southern California (USC). With over 15 years extensive experience in geriatrics and internal medicine, she serves as a consultant for TRES GROUP, providing expert insights into senior care and healthcare strategies. Dr. Kim's role helps TRES GROUP deliver comprehensive, health-focused solutions to clients, utilizing her background in managing complex medical conditions in older adults.
For more details, you can visit her profile
https://www.md.com/doctor/dohwa-kim-md
LEGAL
Kelly Coglan
Kelly Coglan is a distinguished Legal Consultant bringing decades of legal expertise and a strong foundation in finance. Kelly earned his Juris Doctor, cum laude, from Southern Methodist University, where he received several honors, including induction into the Order of the Coif. Licensed by the State Bar of Texas since 1978, Kelly is also admitted to practice before various federal courts, including the U.S. Supreme Court. His professional excellence is further recognized by an A/V rating from Martindale-Hubbell for legal competency and ethics since 1988.
Achieve Your Business Goals with TRES GROUP, LLC
Business Analysis
Our team of experts will help you analyze your business processes, identify areas for improvement, and develop strategies to achieve your business goals.
Scope and Scale of Investment Advisory Services
TRES GROUP’s primary core business brings unmatched investment skills and a global network of resources to clients.
Focused Industries
The following are examples of assets the firm works with: Oil and Gas, Refined Fuels, Medical Supplies, Hospitality, Raw Land, Mixed Use, and other alternative investment portfolios.
Marketing Strategy
We provide customized marketing strategies tailored to your business needs, helping you reach your target audience and achieve your marketing goals.
Risk Assessment
Our comprehensive risk assessment services will help you identify potential risks and develop strategies to mitigate them, ensuring the long-term success of your business.
Customer Experience
We offer customized customer experience solutions to help you improve customer satisfaction, loyalty, and retention.
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Innovative Business Strategies for Success
Our goal is dedicated to helping businesses develop innovative strategies to achieve their goals and drive growth. Contact us today to discover how we can help your business thrive.