TRINITY Capital Investors manages investment portfolios, primarily for Mississippi public entities, self-insured funds, and high net worth individuals and families. TRINITY focuses on value-oriented investing, seeking strategies and securities with superior relative value. For self-insured funds, TRINITY works with actuaries and claims agents to align the investment portfolio with the fund's needs. For high net worth individuals, TRINITY focuses on high-grade corporate and tax-free municipal bonds.
Assets Under Management$470M
Clients44
AdvisorsN/A
Avg. per Client$11M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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