A complete list of active advisors currently associated with Trinity Strategic Wealth
Warmer can help you find a great advisor at Trinity Strategic Wealth or one who fits your needs even better.
Trinity Strategic Wealth provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals (including high net worth clients) and to a range of entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm manages client assets through its wrap fee program and other arrangements, reporting approximately $1.54 billion in regulatory assets under management and a team of 16 advisors serving roughly 1,735 clients. The firm’s investment process begins with a top-down market forecast built on a six-factor framework (monetary, economic, valuation, sentiment, supply/demand, and momentum/technical factors) and emphasizes global themes in portfolio construction. Trinity Strategic Wealth applies Modern and Post-Modern Portfolio Theory in constructing portfolios, uses a broad investment set (mutual funds, ETFs, equities, bonds, REITs, options, structured notes and alternative investments), and may allocate assets to unaffiliated external managers for discretionary management. Noteworthy for its peer group, the firm discloses relationships and client types that extend beyond typical individual and HNW clients: advisory personnel are licensed insurance professionals and some are registered representatives of an unaffiliated broker-dealer, and the firm reports serving institutional-like entities (including insurance-related work), which can result in commission-based or broker-dealer compensation in addition to advisory fees. Trinity Strategic Wealth also participates in the Raymond James custodial/ambassador platform and operates a wrap fee program, and its brochure discloses related conflicts such as insurance/brokerage compensation and incentives tied to margin and trading arrangements.
To learn more about the advisors currently working at Trinity Strategic Wealth, 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.
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