Trinity Investment Management, LLC

Trinity Investment Management is an SEC‑registered independent investment adviser that provides portfolio management, investment policy development, performance reporting, and fee‑for‑service consulting to individuals, high‑net‑worth clients, trusts, charitable organizations, pension plans, and business entities. The firm also serves other registered investment advisers and consultants and manages both separate accounts and private fund interests on behalf of clients.

The firm frames investment selection around a faith‑and‑values approach using its FFV Scorecard® to offer screened portfolios alongside unscreened strategies, and applies fundamental analysis to ETFs, mutual funds, individual equities, bonds and alternative vehicles such as REITs. Trinity implements client mandates on a discretionary or non‑discretionary basis, prepares investment policy statements, provides quarterly reports and annual reviews, and states it does not engage in market‑timing or futures trading.

Noteworthy disclosures in the brochure include that Trinity advises the Trinity FFV Alternative Income Fund, LP and manages some accounts that are billed on a performance basis (the brochure specifies a 20% performance fee on new appreciation after a hurdle for applicable accounts). The firm also discloses ownership ties to Spiritus Enterprises and the Advancement Foundation of the Catholic Diocese of Fort Worth, outsourcing of proxy voting to an affiliated screening provider, and that it recently retired a wrap fee program and discontinued the use of sub‑advisors.