TRINITY ASSET MANAGEMENT CO.

Overview

Trinity Asset Management Co. is a privately owned corporate RIA that manages portfolios for individuals, families and small institutions. The firm runs a percentage-of-AUM fee model and concentrates on discretionary portfolio management, including services for individuals/small businesses, businesses or institutions, and pension consulting. Trinity shows a clear preference for publicly traded equities as the primary allocation vehicle, and it relies on third‑party managers and pooled products rather than acting as a direct capital allocator. The firm does not position itself as an active ESG investor and operates without a multi‑state advisory registration. Investment behavior skews toward liquid, exchange‑traded vehicles for most client capital, with supplementary exposure via mutual funds and selected allocations to real estate through external alternative managers. Custody and execution are centralized through a national brokerage platform, which supports the firm’s ETF and single‑stock trading activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices