Trinity Investment Management, LLC is an independent investment advisory firm based in Fort Worth, Texas. Founded in 2005, the firm provides investment supervisory services and portfolio management for individuals, high-net-worth clients, trusts, and other entities. Trinity offers both traditional portfolios and specialized faith-based or socially responsible portfolios screened through its proprietary scorecard to align with clients' moral and religious values. Investment services begin with client interviews to establish goals, risk tolerance, and cash flow needs, leading to a customized Investment Policy Statement. Portfolios may be managed on a discretionary or non-discretionary basis using a mix of exchange-traded funds, mutual funds, individual stocks and bonds, and alternative investments. Trinity also offers consulting services to individuals and businesses on a case-by-case fee-for-service basis. The firm emphasizes a fiduciary commitment to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Rates range from 0.50% to 1.50% for full discretion mandates and 0.20% to 0.30% for custom index strategies. Fees are negotiable based on portfolio size and complexity.