TRINITY PORTFOLIO ADVISORS, LLC

Overview

Trinity Portfolio Advisors, LLC is an independent registered investment adviser operating as a capital allocator for both individual/family and institutional clients. The firm blends traditional portfolio management and planning with the selection and oversight of third‑party managers, positioning mutual funds and commingled vehicles as core building blocks while reserving third‑party alternative managers for specific commodity exposures. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, institutional management, selection of other advisers, and client education through seminars and workshops. Trinity charges either a percentage of assets under management or fixed fees depending on client arrangements and tends not to emphasize ESG integration in its stated investment approach. The firm’s profile suggests a manager‑of‑managers model in many client relationships: Trinity constructs client portfolios from public funds and mutual funds as primary sleeves, supplements portfolios with external alternative fund managers where commodities exposure is desired, and exercises discretionary authority across a substantial portion of its book to implement tactical and strategic allocations.

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Location & Offices