For Betterment’s Core portfolio strategy and socially responsible investing options, we provide 101 possible stock-to-bond allocations, giving you a portfolio tailored to your goal. Blog. Top. By utilizing only top-of-peer funds (regardless of fund family) across a broad range of asset categories and classes, by monitoring cost, and by diligently applying a strong exit-strategy when appropriate, we offer Wealth Management capacities that few firms can match. Company. Subscribe to Print Newsletter Sign-up Register. Wichita State University B.B.A., Accounting; M.B.A. Certified Public Accountant, Kansas, Texas. It serves 20 clients. Clients. Overall, Trinity Portfolio Advisors, LLC oversees $315 million in assets dispersed across 981 accounts and employs 13 staff members. Trinity Portfolio Advisors, LLC is a registered investment business that has its headquarters in Southlake, Texas. Tiffany, and her husband Jerry, have two children. Now in print. In aggregate, Trinity Portfolio Advisors, LLC manages $315 million in assets covering 981 client accounts and employs 13 staff members. Home. Investment advisory and financial planning services offered through Trinity Portfolio Advisors, LLC, an SEC Registered Investment Advisor. Investment products involve investment risk, including possible loss of principal amount invested. After graduation, before joining MassMutual, Matt was a Financial Advisor with MONY Financial Services for 20 years. Southern Methodist University B.B.A., Finance. 817-944-5433. jmccain@trinityportfolio.com. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. Home. Tim Morand. Blog. Helping align your wealth with your values. Trinity Portfolio Advisors, LLC | 33 followers on LinkedIn. Login. Home. To download the full contents of this week's issue, click here. With access to an extensive range of resources from around the world, Our Wealth Management team is able to employ remarkable expertise and analysis from the world's top financial managers on behalf of investors. They manage $314,704,817 in 981 accounts and serve the financial needs of clients across 16 states (or territories). David and his wife, Angie, have 2 grown children and 5 grandchildren. The buy & hold half of the portfolio is loosely based on the Global Market Portfolio (GMP). The firm manages 861 accounts on a discretionary basis, in which the advisor makes all of the buying and selling … AUM: $314,704,817. All content is posted anonymously by employees working at Trinity Portfolio Advisors. Southlake, TX 76092 (817)416-7227. trinityportfolio.com. He is especially passionate about helping families with business succession strategies, sales and acquisitions, investments, and tactical qualified retirement plans. Prior to Trinity Portfolio Advisors, Tiffany worked as a Financial Advisor at Merrill Lynch. Investment advisory and financial planning services offered through Trinity Portfolio Advisors, LLC, an SEC Registered Investment Advisor. Whether that means spending more quality time with their spouse or children, focusing on personal or career growth or even engaging in their favorite hobbies, a client’s true wealth comes from being able to spend their valuable time doing the things they were meant to do, not worrying about their financial future. No. Trinity Portfolio Advisors, LLC is based out of Southlake, Texas, and operates out of six locations in the nation. Trinity Portfolio Advisors LLC 121 Country Side Court Suite 140 Southlake, TX 76092 Phone: 8174165970 Email: jachalk@trinityportfolio.com. Clients. Matt Oberst. 254-751-0036 gvogel@vogelfinancial.com. the ultimate benchmark). Trinity Portfolio Advisors manages $314.7 million and provides investment advisory services for 591 clients (1:46 advisor/client ratio). Trinity Portfolio Advisors, LLC | 33 followers on LinkedIn. Philosophy. Share: 121 Countryside Court Suite 140. The Trinity Portfolio is split into two equal halves. Login. And yet unlike the … Philosophy. CARES Act and your Personal Financial Plan; Portfolio Update; Market Update; Portfolio Update; Market Update; Market Update _____ April 2020 (1) March 2020 (3) February 2020 (2) August 2019 (1) June … Through fee-based financial planning and risk-conscious wealth management, Tiffany has been able to help many families gain the knowledge they need to attain the peace of mind they deserve. Business Jeri Liedl 817-416-7227 jliedl@trinityportfolio.com . Timothy Morand is a financial advisor in Fort Worth, TX. Trinity Portfolio Advisors and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which Trinity Portfolio Advisors maintains clients. Trinity Portfolio Advisors, LLC Overview. Contact. Login. Trinity Portfolio Advisors unique approach to financial planning seeks to align a client’s wealth with their purpose and thereby transform wealth from a potential burden to the blessing it is intended to be. Morgan J Webb, CFP®, CFS, EA. Current Firm: Trinity Portfolio Advisors, LLC Charles Beck (CRD# 1594209) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 33 years of experience in the finance industry. Alternative Investments / Non-Market Related, Account Information Reporting / Monthly, Quarterly, & Annual Statements. Current Firm: Trinity Portfolio Advisors, LLC Timothy Morand (CRD# 1522403) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Fort Worth, TX and has over 34 years of experience in the finance industry. Howard Payne University B.B.A., Marketing. … Investments Brent Richardson 817-416-7227 brichardson@trinityportfolio.com . Trinity Portfolio Advisors, LLC (“Trinity Portfolio Advisors”) is a registered investment adviser with its principal place of business in the State of Texas. Sales Assistant Sandlin Homes. Now in print. This is the Trinity Portfolio Advisors company profile. Blog. Apr 2020 – Present 5 months. Helping align your wealth with your values. Trinity Portfolio Advisors may only transact business in those states in which it is noticed filed, or qualifies for an exemption or exclusion … Trinity Portfolio Advisors, LLC . Clients. No. Blog. Trinity Portfolio Advisors. After practicing law and public accounting for over 13 years, John founded Trinity Portfolio Advisors as a firm that does fee based financial planning and money management. It is a TX Limited Liability Company. The level of assets currently under the firm's management places it among the mid-sized financial advisory firms in the nation. … The level of assets currently under the firm's management places it among the mid-sized investment advisory firms in the … Jeff McCain. Clients. For every goal you set a Betterment, we’ll let you choose the kind of portfolio you want and recommend a specific stock-to-bond ratio. Trinity Portfolio Advisors manages $314.7 million and provides investment advisory services for … Contact. She specializes in advising veterinarians on the unique opportunities and financial requirements of today's modern small animal practices. Home. Jeff McCain. Company. 214-450-6288 moberst@fergusonoberst.com. Screener Securities Portfolios SEC Filings Advisers … Chalk, Cullum and Associates is not registered with the Texas State Board of Public Accountancy to practice Public Accountancy in Texas. Contact. Get daily news & intel. This firm has 15 employees, of which 6 are employees in advisory roles. Trinity Portfolio Advisors may only transact business in those states in which it is noticed filed, or qualifies for an exemption or … Her professional career has spanned Public Accounting, Commercial Lending, University Lecturer and Financial Planning. Blog. Prior to joining the Registered Investment Advisory firm of Trinity Portfolio Advisors, Matt was affiliated with MassMutual as a Financial Advisor. Company. Drawing on his experience, Jeff enjoys developing advanced strategies to help clients protect their wealth and reach their financial goals. Aaron Estrada. Share: 121 Countryside Court Suite 140. Philosophy. Top. Matt has been in the financial services industry for 35+ years, ever since his internship with MONY, during college, in 1985. Feb 2020 – Apr 2020 3 months. Subscribe. Trinity Portfolio Advisors, LLC. … Contact. Financial Planning Investment return and principal value will fluctuate so that the investment, when redeemed, may be worth more or less than the original amount. Blog Archives. Annette combines her passion for the veterinary and pet industry and her financial background as the core of her personal practice. Home. Reported anonymously by Trinity Portfolio Advisors employees. In addition to fee based financial planning and asset management, John spends his professional time helping business owners with succession planning. We manage a variety of strategic portfolios with one goal: to dutifully protect and carefully grow client's hard-earned investment assets. | Trinity is a financial planning firm that helps clients align their wealth with their values. Trinity Portfolio Advisors and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which Trinity Portfolio Advisors maintains clients. Southlake, TX. Trinity Portfolio Advisors, LLC is headquartered in Southlake, Texas, and has six brick-and-mortar locations in the country. Trinity Portfolio Advisors, Llc Trinity Portfolio Advisors, Llc. Trinity Portfolio Advisors. Company. University of Oklahoma B.B.A., Accounting. Blog Archives. Gary has been in the financial industry for 30 plus years and his expertise has been sought after by business owners and individuals in the Waco area time and again. Login. Trinity 6 also contains the greatest exposure to trend following. He purchased, re-engineered, and in 2006 successfully sold his third-generation Fort Worth business. Trinity Portfolio Advisors, registered in 2009, is a Registered Investment Advisor (RIA) in 16 state (s) with a licensed staff of 13 advisors. 817-944-5433. jmccain@trinityportfolio.com. The investment advisory business has offices in six locations and a total of 13 people on staff. Jeff and his wife, Devon, have two grown children and enjoy traveling and watching TCU football in the fall. Investment products involve investment risk, including possible loss of principal amount … 1 Trinity Portfolio Advisors reviews. Blog Archives. Aaron Estrada. Joe has been serving individuals and businesses in various financial capacities since beginning a career in public accounting in Oklahoma City in 1975. Trinity Portfolio Advisors has selected FundQuest to help accelerate growth and control costs through outsourced technology, back-office and investment research services. In total, Trinity Portfolio Advisors, LLC manages $315 million in assets covering 981 accounts and employs 13 staff members. Portfolio Update; Portfolio Update; CARES Act and your Personal Financial Plan; Portfolio Update; Market Update; Portfolio Update _____ June 2020 (1) May 2020 (1) April 2020 (1) March 2020 (3) … Investors who prefer Trinity 6 are likely more aggressive in nature, preferring to target greater returns even though they may be accompanied by increased portfolio volatility. Partners — Trinity Portfolio Advisors John Chalk, Jr., CPA, JD, CFP®, ChSNC Prior to forming the Registered Investment Advisory firm of Trinity Portfolio Advisors, John and his former partner, Dee Wayne Cullum, founded Chalk, Cullum and Associates. Of its 981 accounts, 36% … John A. Chalk, Jr., CPA, JD, CFP(R) 817-416-5970. jachalk@trinityportfolio.com. Tiffany has helped a number of high net worth families establish their goals and implement succession strategies to enrich the financial legacy they plan to leave behind. He has worked as the head of the tax department for an oil and gas company and the head of a bank trust department. Home. Contact. 817-820-8167 tim@timmorand.com. Aaron brings a unique blend of strong business acumen and risk management skills in helping his clients achieve their long-term goals. Abilene Christian University B.A., Accounting. We manage a variety of strategic portfolios with one goal: to dutifully protect and carefully grow client's hard-earned investment assets. Of its 981 accounts, 36% belong to high-net-worth … John and his wife and lifetime partner, Jackie, have two grown children, Laurie Beth Burch, who lives in Greenville South Carolina with her husband Daniel, and John Clifton, who is finishing college at Clemson University. Contact. Taking advantage of his varied financial experiences, he has served with Trinity Portfolio Advisors, LLC, as a Registered Investment Advisor since its inception in 2009. Trinity Capital is a leading provider of venture debt financing, a smart financing option for high-growth venture capital-backed startups. Licensed insurance agent since 1989 and Investment Advisor Representative, Series 65 Fiduciary. Trinity Portfolio Advisors, Llc. Aaron is committed to being a trusted advisor that helps his clients and their families experience true wealth. Trinity Portfolio Advisors LLC is legally known as TRINITY PORTFOLIO ADVISORS, LLC. Philosophy. Investment return and principal value will fluctuate so that the investment, when redeemed, may be worth more or less than the original amount. It controls $315 million in assets among its 981 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Blog. Advisors will receive alerts from iRebal® on Veo®, informing them of any changes to the specific Trinity portfolio. Current Firm: Trinity Portfolio Advisors, LLC Timothy Morand (CRD# 1522403) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Fort Worth, TX and has over 34 years of experience in the finance industry. The advisor will then place rebalancing trades him/herself. | Trinity is a financial planning firm that helps clients align their wealth with their values. Trinity Portfolio Advisors. Aaron seeks to help his clients build real wealth that is not focused solely on dollars and cents. The Trinity Portfolio – An Investing Framework Tailored to You “Trinity” is the framework for all our Cambria Digital Advisor portfolios. The level of assets currently under the firm's management places it among the mid-sized investment advisory firms in the United … The first invests in a static buy & hold allocation, and the second in a dynamic momentum/trend-following strategy. Southlake, TX 76092 (817)416-7227. trinityportfolio.com. In total, Trinity Portfolio Advisors, LLC oversees $315 million in assets covering 981 client accounts and retains 13 staff members. Contact. Tiffany works closely with a client's financial, tax and legal experts to help solve highly complex financial issues unique to high net worth clients. Prior to joining Trinity Portfolio Jeff was a client of the firm. Chalk, Cullum and Associates is not registered with the Texas State Board of Public Accountancy to practice Public Accountancy in Texas. Company. Clients. Gary Vogel. Jeff brings broad understanding and expertise to the issues and challenges facing business owners and partners in professional practices. 2010 – Present 10 years. Firm Details for TRINITY PORTFOLIO ADVISORS, LLC, Location: Texas, AUM = 314704817.00, Last Form ADV Filed : 16-June-2020, Officers: CHALK, JOHN, ALLEN, CHALK, JOHN, ALLEN, CULLUM, DEE, WAYNE. Philosophy. David has worked in financial services for 30 years and joined Trinity Portfolio Advisors in 2020. He has been in practice for 19 years, the last 11 years at Trinity Portfolio Advisors LLC. Login. He works with affluent families, small business owners and successful professionals. It serves 20 clients. Top. 817-614-1400 aar on@estradawebb.com. By providing the experience needed to efficiently manage a client’s overall financial picture, Aaron is able to free up his clients' time to pursue the truly meaningful things in life. Investment products involve investment risk, including possible loss of principal amount invested. Blog Archives. With access to an extensive range of resources from around the world, our Wealth Management team is able to employ remarkable expertise and analysis from the world's top financial managers on behalf of investors. He has been assisting individuals and business owners, with their investments, retirement planning and insurance throughout his career. … From an early age, through the lens of her family's business, Annette was able to see and experience firsthand America's billion-dollar veterinary and pet industry. Advisor Directory. advisers: 13. In practice, … Portfolio Update; Portfolio Update; CARES Act and your Personal Financial Plan; Portfolio Update; Market Update; Portfolio Update _____ June 2020 (1) May 2020 (1) April 2020 (1) March 2020 (3) … 214-450-6288 moberst@fergusonoberst.com. Investment advisory and financial planning services offered through Trinity Portfolio Advisors, LLC, an SEC Registered Investment Advisor. Blog. The investment advisory business has offices in six locations and a total of 13 employees. Login. Login. Portfolio Update; Portfolio Update; CARES Act and your Personal Financial Plan; Portfolio Update; Market Update; Portfolio Update _____ June 2020 (1) May 2020 (1) April 2020 (1) March 2020 (3) February … Trinity Portfolio Advisors, LLC is headquartered in Southlake, Texas, and has six brick-and-mortar locations across the country. Joe and his wife Karen have five children and seven grandchildren. Philosophy. Toggle navigation . It manages $315 million in assets under management among its 981 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under … Blog. Philosophy. 254-751-0036 gvogel@vogelfinancial.com. Subscribe to Print Newsletter Sign-up Register. Glassdoor gives you an inside look at what it's like to work at Trinity Portfolio Advisors, including salaries, reviews, office photos, and more. It is a TX Limited Liability Company. Matt and his wife, Robin, have three grown children. Philosophy. North Richland Hills, Texas, United States. As a Financial Adviser, Morgan has successfully helped her clients navigate through some of life’s most important milestones. Home. University of North Texas, BBA, Marketing. After practicing law and public accounting for over 13 years, John founded Trinity Portfolio Advisors as a firm that does fee based financial planning and money management. Trinity Portfolio Advisors, LLC is an advisory company that has its headquarters in Southlake, Texas. Measuring and monitoring downside risk is primary, and our innovative capabilities in risk metrics are exceptional. Contact. Trinity Portfolio Advisors. Aaron is dedicated to providing comprehensive, objective financial advice to his clients. To download the full contents of this week's issue, click here. 817-820-8167 tim@timmorand.com. Gary Vogel. Trinity Portfolio Advisors benefits and perks, including insurance benefits, retirement benefits, and vacation policy. This week's issue. A free inside look at company reviews and salaries posted anonymously by employees. Company. Trinity Portfolio Advisors, LLC Trinity Portfolio Advisors, LLC (CRD# 151721) is a financial advisory firm headquartered in Southlake, TX. Clients. And yet unlike the largest investment firms, we are able to move swiftly and tactfully in periods of uncertainty. Clients. The name reflects the three pillars of its approach: globally-diversified assets, weightings toward value and momentum … Trinity Portfolio Advisors, registered in 2009, serves 16 state(s) with a licensed staff of 13 advisors. AUM: $314,704,817. Trinity Portfolio Advisors, LLC is an advisory company operating in Southlake, Texas. Advisor Directory. Matt Oberst. This firm has 15 employees, of which 6 are employees in advisory roles. Login. Trinity Portfolio Advisors, LLC filed as a Domestic Limited Liability Company (LLC) in the State of Texas on Friday, September 11, 2009 and is approximately eleven years old, according to public records filed with Texas Secretary of State. Trinity Portfolios 2 – 5 fill in the continuum from conservative to aggressive. John A. Chalk, Jr., CPA, JD, CFP(R) 817-416-5970. jachalk@trinityportfolio.com. Top. It has $315 million in total assets between its 981 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. His desire is to take the confusion out of Retirement Planning and to focus on the Wealth Preservation Stage of your financial journey by providing information, education, and strategies to help ensure clients have the financial planning tools needed to achieve a successful retirement. 817-614-1400 aar on@estradawebb.com. This week's issue. Clients. 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