Trinity Portfolio Advisors, LLC

Trinity Portfolio Advisors, LLC is an SEC registered investment adviser established in September 2009, managing over $372 million of assets on a discretionary basis as of December 31, 2024. The firm offers financial planning, consulting, and investment management services to various clients, including individuals, pension plans, trusts, and corporations. Clients can engage TPA to manage their assets on a discretionary basis, primarily allocating investments among equities, mutual funds, and ETFs. TPA may recommend the services of Betterment for web-based portfolio management, providing automated investment management services. Clients have the ability to grant TPA discretionary authority over their accounts, allowing TPA to make investment decisions without prior client approval. TPA's investment philosophy focuses on risk management, using fundamental, technical, and cyclical analysis in its investment strategies. The firm charges fees based on a percentage of assets under management, with financial planning fees ranging from $1,500 to $250,000. TPA may receive referral fees and non-economic benefits from affiliated entities. The firm does not vote client securities or accept authority to vote on behalf of clients. TPA does not have any financial conditions that would impair its ability to meet client commitments. Clients are encouraged to review account statements and engage in regular reviews with TPA to ensure alignment with their financial goals and objectives.