• Home

    Boutique Asset Management Firm

    Trinity is a Texas firm started in 2004 with a diverse, experienced team to serve clients.
  • Home

    FFV Screening

    We help institutions and consultants implement Socially Responsible Investment Guidelines over multiple managers. We comply with USCCB and BRI Guidelines.
  • Home

    Discretionary Portfolio Management

    Portfolio performance with values for investors and their advisors.

Trinity Fiduciary Partners, LLC is a investment advisor registered with the Securities and Exchange Commission formed in late 2004. We focus and serve individuals, institutions, and their advisors that share a complete return goal. We define complete return as performance plus the moral return.

We are the advisor to the Epiphany Funds, a national mutual fund company on many investment platforms.