Company Overview
- Website
- trinityfiduciary.com
- Phone
- (877) 334-1283
- Employees
- 4
- Founded in
- 2005
- Industry
- Investment Bank/Securities Brokerage
- SIC Code
-
6722 - Management Investment Offices, Open-end
Financials & Stats
Revenue
$3B
Who is Trinity Fiduciary Partners
Trinity Investment Management, LLC is a registered investment advisor based in Arlington, Texas. The firm is a limited liability company and employs 4 people. Trinity Investment Management specializes in providing investment management services to families, institutions, and their advisors. Their approach centers on Catholic Values, offering investment management strategies and access to firms specializing in Catholic Values investing. They provide global asset allocation solutions encompassing equities, fixed income, and diversifiers, aiming for consistent, screened performance. Additionally, they offer direct indexing and access to funds aligned with Catholic Values, either integrated within asset allocation strategies or as standalone allocations. Through their affiliate, IWP Capital, Trinity Investment Management actively engages with shareholders and promotes corporate engagement. Trinity Investment Management, LLC encourages interested parties to visit their website at trinityfiduciary.com.
Trinity Fiduciary Partners Industry Tags
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