Investment Management

At Trinity Financial Partners, we believe in Goals-Based Investing. 

Each account has a specific goal and time horizon within your planning which drives the asset allocation of each piece of your portfolio.

At every client interaction, we are always seeking to help answer the following questions (in this order):

1. Am I OK?  Am I still on track to meet my long term modeling goals?
2. What adjustments can we make to get me to my goals more quickly or efficiently?
3. How am I doing vs. everyone else (bench-marking)?

We strive to implement additional measures such as dollar-cost averaging and tax management.

This helps you keep more of what you earn through year-round efforts to help reduce tax obligations within non-retirement accounts.

We focus on both accumulation planning and distribution planning of client portfolios, utilizing strategies proven to reduce risk and/or increase returns in each stage of life.

For our business clients, we serve as advisor for company-sponsored retirement plans.

^{Dollar cost averaging does not assure a profit and does not protect against a loss in declining markets. This strategy involves continuous investing; you should consider your financial ability to continue purchases no matter how prices fluctuate. Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.}