Trinity- What We Are

• 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's account size range: $100k to $5 million
• Our primary focus is to get the appropriate tax-adjusted and risk-adjusted return realtive to the client's risk, tax, legal, and liquidity profile through the investment in individual equities and fixed-income issues
• By being fee-based, our client's interests are exactly aligned with our own interests