Trinity Capital Investors

TRINITY Capital Investors, Inc. is a registered investment advisor established in 1999, specializing in managing investment portfolios for Mississippi public entities, self-insured funds, high net worth individuals, and families. The firm focuses on value-oriented investing, emphasizing diligence, experience, and expertise to identify superior relative value strategies and securities. TRINITY primarily engages in fixed income investing, utilizing various bonds and securities to maximize current income while maintaining credit quality. For fees, TRINITY charges 25 basis points on client assets under management up to $10,000,000, with fees on amounts exceeding $10,000,000 negotiated on a client-by-client basis. Fees are calculated on average balances and paid quarterly. The firm does not offer performance-based fees. TRINITY has 44 client relationships with approximately $472,000,000 in total assets under management. TRINITY's investment process involves client meetings to determine needs, goals, and risk tolerance, followed by developing customized portfolios using various investment vehicles. The firm accepts discretionary authority over buying and selling securities, with each transaction part of a pre-approved plan reviewed regularly by clients. TRINITY does not vote proxies on behalf of clients and maintains custody of client assets with an approved custodian. The firm does not compensate for client referrals and enforces a strict Code of Ethics.