Six Mile, SC Office

Trinity Portfolio Advisors provides investment management, financial planning, consulting, and access to independent managers and web-based portfolio services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary management across accounts (including variable life/annuity options and held-away accounts) and supplements advisory work with occasional educational workshops and seminars.

The firm's stated investment philosophy centers on quantifying downside risk and using probabilities to guide whether to take positions, emphasizing a willingness to remain out of the market when probabilities are unclear and to employ defined stop-loss discipline. Methodologies include fundamental, technical, cyclical and charting analysis, and in some client accounts Trinity implements proprietary strategies or allocates to Independent Managers and model-based portfolios.

Several operational features distinguish the firm from many peers: a member maintains a limited legal practice and the firm documents referrals to related Certified Public Accountants while stating it does not share in referral fees, and it has managed a private collective investment vehicle that is closed to new investments. Trinity also provides educational seminars (typically around $2,000 per day), uses the Betterment for Advisors web-based platform for automated portfolio management, and leverages an order management system (Pontera) to review and rebalance held-away assets without taking custody.