Trinity Fiduciary Partners is an SEC-registered investment advisor based in Fort Worth, TX, offering prudent investment solutions that align with client values and objectives. As a fiduciary, they provide investment advice and services in a capacity that prioritizes the best interests of their clients, adhering to impartial conduct standards and charging reasonable compensation.
With a history dating back to 2005, Trinity was established to develop Catholic Values mutual funds, which led to the launch of the Epiphany Funds in 2006. They have since expanded their services to include screening tools and data through IWP Capital, catering to over $2 billion in Catholic investments. Committed to client satisfaction, Trinity strives to find investment solutions that align with their clients' values while managing risk effectively.
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