Tcm

Trinity Capital Management, LLC is a registered investment adviser based in Germantown, TN, providing investment advisory services since May 2016. The firm offers discretionary portfolio management services, tailored to meet clients' needs and objectives. Clients can grant Trinity Capital Management discretionary authority to manage their accounts, allowing the firm to make specific securities transactions without prior approval. Non-discretionary portfolio management services are also available, where clients must approve transactions before execution. The firm may use sub-advisers to manage portions of client accounts on a discretionary basis. Trinity Capital Management also offers financial planning services, ranging from broad-based financial planning to consultative planning. The firm may recommend third-party money managers based on clients' financial needs and objectives. Trinity Capital Management primarily advises on equity securities, mutual fund shares, and various other investments based on client goals. The firm's fee structure for portfolio management services is based on a percentage of assets under management, with fees billed quarterly in advance. Clients are encouraged to review their accounts regularly, with ongoing monitoring and annual reviews conducted by the firm. Trinity Capital Management does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, pension and profit sharing plans, trusts, estates, corporations, and other entities, with a minimum account requirement of $250,000. Clients are provided with detailed information on the firm's methods of analysis, investment strategies, and risk considerations. Trinity Capital Management does not have any disciplinary information to disclose and maintains a Code of Ethics to ensure professional standards. The firm does not vote proxies on behalf of clients and exercises limited custody over client funds. Clients are advised on IRA rollover considerations, with recommendations made in their best interest. Trinity Capital Management prioritizes client privacy and does not disclose non-public personal information to third parties. The firm does not compensate entities for client referrals and operates under a fiduciary duty to act in clients' best interests.