Investment Philosophy
A prudent investment approach requires a strategic asset allocation aligned to the client’s risk tolerance and return objectives. Trinity believes a strategic allocation containing Equities (stocks), Income (corporate and mortgage backed bonds) and Diversifying strategies (low correlation to stocks) provide a framework to help achieve long term considerations. Tactical moves are often necessary to capture value or reduce near term risks. Fees are a real drag on investment performance and should be a value with the service provided. When investing for faith and social concerns, the goals should be to perform as well as the non-screened options.