At Trinity Asset Management, Inc. the investment strategy involves a wide-scope strategy which combines a longer-term market view, sector rankings, style analysis and some security selection. The favorite strategy is to pick a few favorite stocks within the sectors we like longer-term, then use ETFs to add style components to the portfolio (growth vs value, small-cap vs large-cap) and some sector rotation.
· Registration - Registered Investment Advisor for 22 Years
Market Experience - 27 years, with 22 as an advisor and 5 as an analyst.
Assets Under Management - $18,500,000
· Strategy Type - Long-term buy-and-hold with an emphasis on tax-adjusted returns for taxable accounts but higher turnover for tax-deferred accounts.
· Minimum Investment - $100,000
Fees - 1% for all clients.
What is this new service I'd be signing up for?
It is a managed account by Brian Gilmartin, CFA of Trinity Asset Management, Inc. Interactive Brokers will be the custodian. You will have full transparency to view your account portfolio (including balances and positions). You view the trades executed in your account by Brian Gilmartin, CFA of Trinity Asset Management on a daily basis.
Who is Interactive Brokers and why them?
We have chosen Interactive Brokers as the Brokerage platform and custodian for this service. Interactive Brokers is publicly traded (TICKER: IBKR). The firm's market capitalization is approximately $14 billion and the firm is well capitalized with over $6 billion of equity capital on their balance sheet. We also chose them as being the most cost-effective brokerage platform and custodian capable of servicing client accounts in over 180 countries worldwide.
What will be the costs?
Costs include Trinity Asset Management's management fee, of 1%, and IB fees noted on their website such as their industry low transaction costs (e.g., best trade execution and brokerage commissions of ½ penny per share with $1 minimum per trade).
Can I close and withdraw my money at any time?
Yes, you can close your account at any time at no cost by contacting the Advisor or Interactive Brokers directly.
What do I need to do to start?
You must click "Get started today!" in order to start this specific service, even if you already happen to have an account at Interactive Brokers. This will be a simple and quick online application. The application is specific to Trinity Asset Management, Inc. and the services they will provide you utilizing Interactive Brokers as the brokerage platform and custodian.