Faithful Ownership.
Systematically Applied.
Since 2005, our team has sought to deliver differentiated, high-quality returns while maintaining our commitment to faithful ownership, transparency, and the ultimate objectives our clients’ resources support.
Alongside our investors, we aim to develop a culture, process, & strategy that elevates and expands the
prevailing industry standard for faith-informed investing.
$126M+
approx. AUM, as of 12.31.2023
18+
Year Track Record
FFV®
Catholic Values Screening
investment
strategies
Trinity Portfolio Solutions
Since 2005
Committed to Excellence · Sustained by Discipline
Custom Indices | Public Market Strategies (SMAs) | Private Funds & Alternatives
Conviction & Rigor
Through deep research & disciplined execution, we seek to identify & pursue our most compelling and constructive ideas in support of the ultimate objectives our investors’ resources support.Targeted Impact
In partnership with IWP Capital, we aim to offer an end-to-end suite of leading products and services to ensure portfolio-wide, position-level, & systematic transparency.faithful ownership
systematically applied
“
First, avoid doing harm
Second, actively work
for change
And third, promote the common good
Socially Responsible Investment Guidelines for the USSCB
Each of our strategies is rooted in the proprietary Faith & Family Values Scorecard (FFV®) – not as an ancillary overlay, but as a core component of each stage in our investment process.
Our approach seeks to systematically apply the FFV® standard through industry leading screen sets, proxy voting services, & corporate engagement.