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About Trinity Asset Management

Who we are: Trinity Asset Management is a fee-based, registered investment advisor (RIA), that specializes in investing family and household wealth as well as small business pensions, profit-sharing and other retirement plans. Trinity Asset Management was started in 1995 to manage and invest the stock and bond allocations for those investors that weren’t getting the attention or service from their broker or other investment professional, but that might not be big enough for your typical bank trust department, family office or other boutique shop. Our primary goal is to provide a level of communication and service to the clients that gives a comfort level about how their money is being managed, as well as take advantage of market opportunities, and provide competitive returns to the major stock and bond market indices over the long-run. Who we are not: Trinity Asset Management is not an accounting firm, a law firm doing estate planning, or a financial planning firm, although some financial planning is a part of our service should clients require it. We do not sell insurance, or any insurance product such as annuities, and we generate no revenue from any commission-related product. For individuals with sufficient wealth, a registered investment advisor should be part of an integral team of professionals covering the investment, estate planning and tax considerations for wealthy individuals.

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