Triune Financial Partners, LLC

Triune Financial Partners, LLC is an SEC-registered investment adviser established in 2010, located in Overland Park, Kansas. The firm offers individual portfolio management services, model portfolio management services, retirement plan consulting and management services, financial planning services, and consulting services. They manage over $1.2 billion in assets on a discretionary basis. Triune charges fees based on a percentage of assets under management, ranging from 0.30% to 1.50%. The firm acts as a fiduciary and must act in the best interest of clients. They do not charge performance-based fees and do not vote client securities. Triune does not have custody of client accounts and does not vote proxies on behalf of clients. The firm's investment philosophy is grounded in Modern Portfolio Theory, primarily using fundamental analysis. Triune does not generally block client trades and implements transactions separately for each account. The firm has a Code of Ethics in place and does not have any reportable disciplinary events. Triune may pay related and non-related persons for client referrals and may receive incentive awards for recommending certain insurance policies or investment products.