Trinity Portfolio Advisors offers a range of services including investment management, comprehensive financial planning, and consulting. The firm helps clients align their wealth with their personal values by building customized portfolios using equities, mutual funds, and exchange-traded funds, and can also manage held-away accounts like 401(k) plans through specialized order management software. Trinity Portfolio Advisors tailors its strategies based on individual risk tolerance, time horizon, and goals, placing a strong emphasis on managing downside risk. In addition to direct portfolio management, the firm can recommend independent managers and automated web-based portfolio management services. Trinity Portfolio Advisors serves individuals, trusts, estates, charitable organizations, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee varies between 0% and 2.00% depending on the market value of assets under management and services rendered. Fees are negotiable.