Moralis Technologies, LLC

Moralis Technologies, LLC (doing business as Aquinas Wealth Advisors and Trinity Wealth Advisors) provides ongoing discretionary investment management and related financial planning to individuals — including high‑net‑worth clients — as well as charitable organizations and business entities. Services include periodic rebalancing, access to qualified custodians, and the ability to engage independent sub‑advisers or third‑party money managers for portions of client portfolios.

The firm combines technology with objective advice and typically implements diversified, risk‑based model portfolios using ETFs, mutual funds, individual stocks and bonds, with portfolios rebalanced periodically under discretionary authority. Its investment process blends fundamental, technical, cyclical and quantitative analysis and incorporates a proprietary Faith and Finance Score and third‑party Catholic values screening; Moralis may also consider limited cryptocurrency exposure via exchange‑traded securities or private funds, with an option for clients to opt out.

Distinctive features noted in the brochure include an explicit affiliation with MFA Wealth Advisors — certain employees serve as officers to that adviser and receive related compensation — and the firm’s use of paid endorsements in marketing through actors contracted by an independent marketing firm. Moralis also treats cash as an asset class included in assets under management and does not impose a stated account minimum, which may differ from many peers.