About Us

Tercet Capital LLC offers differentiating investment and wealth management strategies and solutions through a network of financial services partners. Headquartered in Smithfield, RI, the company is the developer of The Tercet Retirement Solution®, a scalable web-based mutual fund wrap program that is designed to provide investors with consistent and increasing income and seeks to grow and protect their invested principal over time.

Management Team

Peter A. Sullivan, Chairman

Robert C. Lamb, Jr., President & CEO

Robert H. Wischnowsky, Senior Vice President and Chief Information Officer