Investment Management
Portfolios developed with your goals in mind.
We think of investment management as an ongoing, collaborative cycle that includes:
We generate your personal financial X-ray, which includes an in-depth balance sheet and cash flow analysis that aligns with both your current needs and future goals. We then develop your custom strategic plan with built-in flexibility to evolve based upon anticipated and unexpected life events.
Our custom portfolio construction involves choosing diverse asset classes and alternative investments, factoring in liquidity planning, and day-to-day investment discipline in all markets.
Our deep bench of institutional asset managers maintains their fiduciary responsibility by investing your wealth. Whether it be tax-sensitive, active management, an index strategy approach, or a combination of all, your family’s financial goals remain top-of-mind.
We understand the importance of accurately reporting your results. We provide consolidated reporting, oversight and review of all of your family’s assets, so you can view your entire financial picture in one place.
Our conversations with you revisit the strategy in place, review net-of-fee performance, confirm risk exposure, inform you of our market rationale, and consider alternatives. We believe client feedback is necessary to deliver the best overall customer experience.
Wealth Planning & Coordination
We support your family and the generations that follow.
We believe cross-communication between your financial advisor, estate planning attorney, insurance agent and tax professional working together on your behalf is a must to help ensure the success of your current and/or future retirement or other goals.
Financial planning is the first and most critical step toward achieving your lifestyle goals. Our planning software models your budget and cash flow to analyze the demands of today while projecting your future lifestyle needs. By simulating your personal “what if” scenarios, we can better evaluate the impact of what matters most to you. We then develop, implement and monitor the most suitable solutions for you and your loved ones.
We work together with our attorney(s), or attorney(s) you have an established relationship with, to review your existing estate documents or to think through and develop the necessary legal documents to fulfill your wishes and family goals. We believe that reviewing your estate plan every 3-5 years ensures that changes in family dynamics, tax laws and the risk of probate are accounted for. Our complimentary trust services allow you to assign an independent trustee to administer the more complex estate plans.
We seek to simplify the complexities current tax laws bring and save you time. We regularly coordinate with our tax professionals or yours to make certain tax-sensitive strategies, and tax loss harvesting investment opportunities are addressed throughout the tax year to your advantage.
We work to proactively manage volatility and mitigate risk in all markets through the numerous personalized strategies and alternative investments we employ to meet your unique household needs and financial goals.
We facilitate your desire to make a positive difference in the lives of others. We draft and help you implement an intentional tax-smart giving strategy that supports your values and your passions.
Family Culture & Legacy
Our approach is dynamic, purposeful and collaborative.
We guide you and your loved ones through a series of conversations to help you develop and execute a family mission statement that encapsulates your shared vision, personal values and wealth purpose.
We help you enhance the necessary skills in family communication and collaboration to instill care, concern and compassion in order to promote ongoing transparency, a respectful culture and a positive mindset throughout your wealth conversations.
We plan and facilitate ongoing and in-depth family meetings, to promote enjoyable discussions encouraging you and your loved ones to work together creating guidelines and strategies that promote efficient decision making and extending the family legacy generation after generation.
We believe an educated investor is well-informed & empowered to make confident decisions on behalf of their family. Learning is an ongoing process for all of us. We take pride in educating the public on their wealth, along with the primary factors that can influence the desired outcome.
Interested in Learning More?
Learn more by scheduling a complimentary, no obligation Clarity Call with a member of the Trinity Team. This is simply an opportunity for us to meet, listen to your goals and concerns, ask you some questions, and determine if or how we might be able to help.
