- There are several types of “Investment Professionals”, including stockbrokers, financial planners, and registered investment advisors (i.e. money managers)
- Trinity is a fee-based, registered investment advisor
- At present 95% of our clients are high net worth individuals or couples
- Trinity Asset Management’s account size range is typically $100,000 and above, although Trinity Asset Management does manage smaller accounts
- Trinity Asset Management’s primary focus is to get the right balance of risk and return for clients, consistent with a target asset allocation. We identify individual securities, ETFs, or mutual funds most appropriate for the client’s goals.The important aspect that clients and prospective clients should realize is that capital markets, asset classes, sector and individual securities are in a constant state of change. Opportunities are constantly presenting themselves, as are risks.