Trinity Investment Management Revenue

About Trinity Investment Management

Formed in 2005, Trinity Investment Management, LLC is a registered investment advisor with the SEC. We serve families, institutions and their advisors providing Catholic Values investment management and access to firms with skills suited to Catholic Values investing. Our global asset allocation approach is straightforward with allocations to equities, fixed income, and diversifiers. The goal is consistent, screened performance over time. We can also provide direct indexing or a dissemination of a Fund with Catholic Values in mind. We provide this service within our asset allocation or as a stand-alone allocation. Through our affiliate, IWP Capital, we active shareholders and provide corporate engagement. Trinity Fiduciary Partners is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Trinity and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Trinity Fiduciary Partners does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

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