Designed to help families meet their needs.
Help advisors work, market, and invest for their clients using faith-based investing.
We serve institutions that want to invest Catholic.
To provide value added investment advisory services to institutions, individuals and their advisors. Trinity has a unique capability to provide custom strategies that can meet the faith and social concerns of their investors.
We create strategies tailored to your needs and goals.
Serving faith-based investing since 2005, we can help.
Trust. Honesty. Faith. Integrity. We believe values matter, and we live by ours everyday.
Want to learn more about retirement, social security, or estate strategies?
Trinity is a proud sponsor of Catholic Values Investing Conference 2019.
Our professional team can help you address your needs of today and many years to come. We look forward to working with you through all stages. We strive to deliver a portfolio that you can be proud to own.