Broker Check

Formed in January 2005.

Trinity Fiduciary Partners, LLC was formed in Fort Worth, TX with six clients and an interest in Socially Responsible Investing.

Epiphany Funds opens in January 2007.

Epiphany Funds opened to new investors focused on Catholic investing. Trinity's Catholic investing evolves.  The Funds were merged into other fund complexes in 2018.

Team grows in 2016.

Tom Payne and Dan Mulvey join the team as Managing Directors.  The team turns focus to separate accounts and platforms. 

USCCB Guidelines

Reading these guidelines started it all and now evolving them is our passion.


Using Technology and AI to push this industry forward is key.


Strong belief that the biggest institution and family can share in a high-quality solution.

Do you want to join the Trinity team? We are looking for people with passion. We are looking to grow sales and service. If you think you have the right qualities, contact us.