Investment Accounts

At Trinity Financial Advisors our structure is advisory, but our attitude is partnership.  Our goal is an enduring investment relationship. When we review an account we're not thinking about commissions and products.  Our advisory fees put us on the same side of the table as our clients—we prosper and suffer along with them.  

We take a very “hands on” approach that emphasizes service and support.  Our technical term for a bad recommendation is a mistake.  We strive to keep them to a minimum.  We think long term.  We're generally optimists.  But we agree with Mr. Buffett about being “greedy when others are fearful and fearful when others are greedy.”  And with Mark Twain who observed that “It ain't what you don't know that gets you into trouble.  It's what you know for sure that just ain't so.