Trinity works with investment advisors to benefit our clients. Managers are selected by the Portfolio Management Team and reviewing regularly.
Managers (as of 3/29/2019)
Because of our unique partnership with IWP Capital, we can screen fund’s holdings and not names. These might not be the usual names, just the qualities. All providers are engaged and screened. There can be a change to this list based on performance or screening.
Do these investment funds meet our screening thresholds?
We want our manager to perform over the long-term.
Managers need to show that they can deliver without huge swings.