TRES GROUP, LLC
Real Estate - Investment Advisory - Business Consulting - Marketing
Guiding clients toward opportunities, growth, and long-term success.
Investment Advisory Services
Registered Investment Adviser
TRES Group, LLC, an Idaho corporation, is a privately held Registered Investment Adviser providing investment advisory services to clients.
For detailed information about TRES Group, LLC and our investment advisory services, including our Form ADV and brochure, please visit the Investment Adviser Public Disclosure (IAPD) website using CRD #310596, where you can learn more about our firm.
About TRES GROUP, LLC
Our Mission
At TRES Group, LLC, our mission is to provide personalized, professional guidance across real estate, investment advisory, business consulting, and marketing. We bring decades of business experience and a client-focused approach to helping individuals and businesses identify opportunities, make informed decisions, and achieve their goals.
Investment Focus & Strategic Consulting
TRES Group, LLC offers a diverse portfolio of investment opportunities, business consulting, and specialized marketing services. Our experience spans multiple industries, including energy, medical products and services, real estate, and alternative investments.
Areas of Focus
- Real Estate Investments & REITs
Opportunities in real estate investments and institutional-quality REIT portfolios designed for growth and income. - Oil & Gas Projects
Direct access to select upstream and midstream investment opportunities across the U.S. energy sector. - Medical Products & Services
Specialized marketing and distribution solutions for innovative health-related products.
Additional Services
- Private Investment Products
Tailored offerings in alternative asset classes based on client objectives. - Business Consulting & Marketing Comprehensive business consulting and marketing services tailored to client needs. Areas may include business development, strategic planning, marketing strategy, market positioning, sales strategy, and growth planning.
Principal Executive Officers and Consultants
Lisa Bakota, Chief Executive Officer
Lisa Bakota serves as Chief Executive Officer of TRES Group, LLC, bringing decades of experience in business development, sales, marketing, investment advisory services, and real estate. A licensed Real Estate Broker in both Idaho and California, she provides strategic guidance to individuals, businesses, and investors. Ms. Bakota holds a B.A. from UCLA and an MBA from California State University, Los Angeles, and remains actively involved in business and community organizations.
Keith Breeden, Executive Vice President, Business Development & Administration
Keith Breeden serves as Executive Vice President of Business Development & Administration for TRES Group, LLC. He brings extensive experience in business development, strategic relationships, client development, and international business. His work focuses on identifying new opportunities, developing business relationships, supporting marketing initiatives, and helping expand the firm's business and consulting activities.
Legal & Professional Resources
Tres Group, LLC works with experienced legal and professional resources as appropriate for each engagement. Depending on the nature of the transaction, industry involved, and applicable regulatory requirements, qualified legal counsel and other specialized professionals may be engaged to provide guidance and support.
This approach allows Tres Group to assemble the appropriate professional resources for each opportunity while addressing the specific needs and requirements of the engagement.
Allen Thigpen, Director of Community & Arts Partnerships
Allen Thigpen serves as Director of Community & Arts Partnerships for TRES Group, LLC, bringing more than four decades of leadership experience in community engagement, arts partnerships, and creative initiatives. His work focuses on developing collaborative relationships, supporting community-based programs, and creating partnerships that connect businesses, organizations, and the arts.
Joe Govednik, Director of Project Management
Joe H. Govednik serves as Director of Project Management for TRES Group, LLC, bringing more than 25 years of experience in project management, market research, and business operations. His background includes team building, problem-solving, budgeting, process management, and coordinating complex projects from planning through completion. He focuses on delivering organized, efficient solutions that support client and business objectives.
Dr. Dohwa Kim
Dr. Dohwa Kim is a geriatrician with more than 15 years of experience and affiliations with the County of Los Angeles and the University of Southern California (USC). As a Medical Consultant to TRES Group, LLC, she provides professional insight related to medical products and services, healthcare strategies, and senior care.