ABOUT TRINITY

A Boutique Asset Management Firm

Trinity Fiduciary Partners, LLC was founded to provide individuals and institutions with the highest form of financial commitment and service with Socially Responsible Investing at its core. As an independent investment advisor, registered with the SEC, we are legally bound to operate as your “fiduciary”. A fiduciary duty is the highest standard of care at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom he or she owes the duty.

Trinity Fiduciary provides both discretionary and non-discretionary portfolio management through Epiphany Funds as well as through our Separate Account platform. We offer over 65 years of combined investment experience and 20 years of corporate experience- including investor relations.

Our distinct, step-by-step, investment philosophy encompasses our creative filtering process to produce sophisticated financial strategies for each client. We use custom screening and overlay management by utilization of our Proprietary FFV Scorecard ™ for institutions and individual clients.

Please Contact
Trinity Fiduciary Partners, LLC
106 Decker Court, Suite 226
Irving, TX 75062
Phone: (877) 334-1283
Fax: (817) 549-0091
info@trinityfiduciary.com