Moralis Technologies, LLC

Moralis Technologies, LLC, operating as Aquinas Wealth Advisors and Trinity Wealth Advisors, was established in 2021 and is owned by Christopher McMahon. As a registered investment adviser, Moralis offers discretionary investment management services utilizing cutting-edge technology and personalized advice based on client objectives and risk tolerance. The firm recommends diversified risk-based portfolios and provides services such as periodic rebalancing, financial planning, and access to values-based investing aligned with Christian and Catholic beliefs. Moralis may engage sub-advisers for client accounts and charges management fees ranging from 0.40% to 1.65% based on assets under management. Clients have the flexibility to impose restrictions on account management. The firm conducts ongoing account reviews, does not provide performance-based fees, and serves individuals, high-net-worth individuals, charitable organizations, corporations, and other entities. Moralis employs various analysis methods, including a Faith and Finance Score, and offers investment strategies involving mutual funds, ETFs, and individual securities. Clients are informed about risks, including market, currency, economic, political, and geopolitical risks. Moralis does not accept proxy voting authority and does not disclose financial information due to its stable financial condition. Clients are encouraged to review account statements and reports provided by the custodian.