A complete list of active advisors currently associated with Trinity Asset Management, Inc.

Warmer can help you find a great advisor at Trinity Asset Management, Inc. or one who fits your needs even better.

Trinity Asset Management provides discretionary and non‑discretionary investment management primarily for individual investors—including taxable brokerage and IRA accounts—and also manages higher‑net‑worth relationships and a Family Foundation. The firm constructs long‑only portfolios using mutual funds, individual equities, ETFs and fixed income to meet clients’ investment objectives. The adviser applies modern portfolio theory to set asset allocations tailored to each client’s time horizon, tax status and self‑reported risk tolerance, and conducts ongoing monitoring with reviews triggered by adverse sector or position movements. For larger accounts the firm may, with client permission, use prime brokerage arrangements to access third‑party research while trading through a discount custodian. Distinctive for a single‑adviser independent firm, Trinity’s practice includes institutional portfolio management for a family foundation in addition to retail clients, a capability relatively uncommon among peers. The firm’s principal holds the CFA designation, uses direct billing through the custodian, and leaves proxy voting to clients rather than voting proxies on their behalf, reflecting specific operational choices in its governance model.

To learn more about the advisors currently working at Trinity Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.