Trinity Investment Management provides investment management services for separate accounts, private funds, investment advisors, and consultants. Trinity focuses on faith and social responsibility in investing, using the FFV Scorecard® to screen investments. Trinity interviews clients to determine goals, assess risk tolerance, and establish cash flow requirements. They prepare an Investment Policy Statement and manage portfolios accordingly. Trinity offers both discretionary and non-discretionary asset management.
Assets Under Management$130M
Clients50
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Trinity Investment Management charges an annual management fee based on your needs, and the fees are negotiable.
- For full discretion mandates, the fee ranges from 0.5% to 1.5% annually.
- For custom index strategies, the fee ranges from 0.20% to 0.30% annually.
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