Institutional Money Management For Individual Investors
Who We Are
Trinity Capital Management (TCM), an independent investment advisor firm in Phoenix, Arizona, was established to give investors a better way to invest their money and achieve their financial goals. TCM serves some of the most knowledgeable, professional and experienced investment advisors and private investors in the United States.
When it comes to your wealth, there’s no doubt you seek the very best care and attention. However, what about the focus on your investment strategy? Does an array of services lose its appeal if your investment portfolio is performing poorly and not allowing you to meet your objectives?
No Commission or Surrender Fees
TCM does not sell investment products or get paid based on commissions. Our firm is only paid management fees for managing your account. This aligns our objectives with yours and keeps the focus on accomplishing your objectives.
Active Money Management
Our fundamental roots lie in proactive money management. The methods we use to manage your portfolio are unique within the financial services industry. Most advisory firms simply build a diversified portfolio then wait and hope. We actively manage your portfolio on a daily basis. We use propriety complex quantitative models to measure, monitor, adjust and change your investments as market conditions change.
Experience
We have over 10 years of experience working with both good and bad markets that can be difficult and are constantly changing. Experience is what you are really paying your advisor for because you may not have the time, resources or expertise to manage your own portfolio.
Fiduciary Responsibility
TCM has fiduciary responsibility, which means we have a legal obligation to put your interests ahead of our own. It has been estimated that only 15% of all financial advisors meet the fiduciary requirement.