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 specialize in Catholic investing using the USCCB Socially Responsible Investing Guidelines. We call this the ‘Little Blue Book’ and help our clients focus on an objective, thoughtful and meaningful program.
We are the advisor to the Epiphany Funds, a national mutual fund company on many investment platforms.