Trinity Fiduciary Partners

What Trinity Fiduciary Partners does

Trinity Fiduciary Partners, operating as Trinity Investment Management, LLC, is a privately held registered investment advisor founded in 2005 and headquartered in Arlington, United States. The firm provides investment management services to investors seeking faith-informed (specifically Catholic values-aligned) exposure, with approximately $126M in assets under management as of December 31, 2023 and an 18-year track record. Samuel Saladino serves as Founder and Managing Director.

The firm's core technology is the proprietary Faith & Family Values Scorecard (FFV®), a registered trademark and values-screening methodology integrated as a core component of each stage of the investment process rather than as an ancillary overlay. The methodology is anchored to the USCCB Socially Responsible Investment Guidelines and is applied through industry-leading screen sets, proxy voting services, and corporate engagement. Through its core partnership with IWP Capital, Trinity delivers portfolio-wide, position-level, and systematic transparency across its product suite. The product platform, branded Trinity Portfolio Solutions, comprises custom indices, public market strategies (equity and income SMAs), and private funds/alternatives.

Trinity monetizes through traditional investment management fees on AUM, a recurring subscription-style revenue model typical of registered investment advisors. Its go-to-market is enterprise field sales targeting high-net-worth individuals and institutional investors whose mandates require Catholic values alignment, supported by a client portal and standard RIA documentation (Form ADV Part 2a, Form CRS). The firm operates with 1–10 employees and has no disclosed parent company, funding rounds, or institutional backing.

Name

Trinity Fiduciary Partners

Legal name

Trinity Investment Management, LLC

Website

https://trinityfiduciary.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Trinity Investment Management, LLC is a faith-based registered investment advisor founded in 2005 that manages approximately $126M in assets, offering Catholic values-screened custom indices, equity and income SMAs, and alternatives to high-net-worth and institutional investors.

Ownership category

akta.pro rank

Product category

Faith-Based Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)

Keywords

• Faith-based investing
• Catholic values screening
• Investment management
• Separately managed accounts
• Alternative investments

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Management Fees: The firm generates revenue through investment management fees charged on AUM. With $126M+ AUM as of December 2023 and a track record since 2005, the firm operates on a traditional asset management fee structure typical of registered investment advisors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Trinity Investment Management provides faith-informed investment management services built on its proprietary FFV® (Faith & Family Values Scorecard) Catholic values screening methodology. The firm offers Custom Indices, Equity Strategies, Income Strategies, Alternative Investments through private funds, and the Trinity Portfolio Solutions umbrella offering, delivered via separately managed accounts and private funds to high-net-worth individuals and institutional investors.

Product overview

Trinity Fiduciary Partners operates as Trinity Investment Management, LLC, offering a unified investment management platform centered on faith-informed investing. The core offering is Trinity Portfolio Solutions, which encompasses Custom Indices, Equity Strategies (public market SMAs), Income strategies, and Alternatives (private funds). All strategies are anchored by the proprietary Faith & Family Values Scorecard (FFV), a Catholic values screening framework applied systematically through industry-leading screen sets, proxy voting services, and corporate engagement. The company partners with IWP Capital to deliver portfolio-wide, position-level, and systematic transparency across the product suite.

Differentiator

Problem solved

Functional benefit

Products and services

• Trinity Portfolio Solutions

Quantifiable outcome

• $126M+ AUM

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• IWP CapitalcoreStrategic or Co-development PartnerTrinity has partnered with IWP Capital to offer an end-to-end suite of leading products and services ensuring portfolio-wide, position-level, and systematic transparency across all investments.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Lightstone: Lightstone provides values-aligned investment management serving faith-based and other values-driven institutional clients, closely overlapping with Trinity's institutional/RIA faith-investing positioning.
• Christian Brothers Investment Services (CBIS): CBIS is a Catholic values-aligned investment manager serving institutions and individuals, applying Catholic social teaching screens across public and private markets — directly analogous to Trinity's FFV®-based approach and target market.
• MMA Praxis Funds: MMA Praxis is a faith-based mutual fund family applying biblical values screening to portfolio construction, comparable to Trinity in mission-driven, faith-aligned product design and distribution.
• Eventide Funds: Eventide offers values-aligned mutual funds and separately managed accounts integrating faith-based and ESG screening, sharing Trinity's niche of values-based portfolio management for retail and institutional clients.
• Ave Maria Mutual Funds: Ave Maria operates mutual funds and SMAs that screen investments according to Catholic moral and social principles, competing for the same faith-based investor segment as Trinity Fiduciary Partners.

Broad incumbents

• Glenmede: Glenmede is a substantially larger investment and wealth management firm with institutional-grade capabilities, comparable to Trinity at the investment management/portfolio construction level but operating with much broader mandates and a wider client base.
• Impax Asset Management (PAX): Impax (which acquired PAX World Funds) is an established sustainable/ESG investment manager offering screened portfolios to institutional and retail investors, competing with Trinity's values-based offering at scale.
• Vanguard ESG / Faith-Plus Funds: Vanguard offers faith- and ESG-screened funds to the same investor segment as Trinity, but as part of a multi-trillion-dollar product shelf; relevant as the institutional benchmark Trinity competes against on fees and brand recognition.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trinity Fiduciary Partners