Trinity Asset Management, Inc.

Overview

Trinity Asset Management, Inc. is a small, owner-operated advisory firm serving individual and family clients through fee-based portfolio management. The firm runs both discretionary and non-discretionary mandates and focuses its allocations on publicly traded equities as the primary building block. Investment implementation appears to favor exchange-traded instruments—likely a mix of individual stocks and ETFs—supplemented by mutual funds and corporate debt for fixed‑income exposure. Trinity also makes targeted allocations to third‑party alternative managers, specifically hedge funds and real estate strategies, using those allocations to diversify return sources and manage downside risk. The firm does not position itself as an ESG investor. Trinity’s client work spans individuals and small business owners and extends to institutional portfolios at a smaller scale, reflecting a hands‑on portfolio management practice rather than broad wealth‑management platform services. The fee model is a percentage of assets under management, which supports a compact, relationship-driven advisory approach.

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Location & Offices