Broker Check

Trinity Institutional Consulting

We serve institutions that want to invest Catholic between $1 mm and $25 mm. We have partners to work with institutions large than $25 mm.

Turn-key Programs

Focus your program to be friendly to investment committees.

Technology

We use technology to build screened investment programs with fractional shares.

Cost Matters

Focus on disseminating funds and indexes to lower cost.

Trinity can engage most managers if necessary to meet your needs.