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Mission Statement

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.

Investment Philosophy

A prudent investment approach requires a strategic asset allocation aligned to the client’s risk tolerance and return objectives.  Trinity believes a strategic allocation containing Equities (stocks), Income (corporate and mortgage backed bonds) and Diversifying strategies (low correlation to stocks) provide a framework to help achieve long term considerations.  Tactical moves are often necessary to capture value or reduce near term risks.  Fees are a real drag on investment performance and should be a value with the service provided.  When investing for faith and social concerns, the goals should be to perform as well as the non-screened options.