Trinity Portfolio Advisors was recently launched to help clients align their wealth with their values. Trinity aims to remove the pressure of managing finances so that clients are free to fulfill their overall purpose. It manages over $275m in client assets.
Dee Wayne Cullum, MD of Trinity Portfolio Advisors, said: “FundQuest offers a full array of support services which enable us to dedicate more time to one-to-one personal interactions that our clients value so highly.
We gain rigorous open architecture investment research from a global team, high quality back-office administrative services, and performance reporting that is easy for our clients to understand. Their technology-driven productivity tools enable us to increase the efficiency and responsiveness of our services.”
John Chalk, MD of Trinity Portfolio Advisors, said: “In order to provide a competitive set of choices to today’s increasingly more sophisticated investors, it is important to have a wide offering.
With FundQuest’s support, we can build customized solutions that include: unified managed accounts, mutual fund advisory, hybrid active and passive portfolios, separately managed accounts, income portfolios, trust services, annuities, exchange-traded funds, and alternative -investments. FundQuest also provides us with well-established connectivity to all of the major custody and clearing firms.”
Andrew Stavaridis, VP of national accounts at FundQuest, said: “It is especially important for a new firm to be able to deliver high quality services, grow their client base, and add new products without major expenditures for technology or administrative resources.
FundQuest’s infrastructure, which supports more than 70,000 fee-based advisory accounts, provides Trinity with immediate economies-of-scale. Trinity Portfolio Advisors can maintain control over their margins as their business changes because of FundQuest’s variable cost service model, which is based on assets under management.”
FundQuest, a provider of outsourced managed account solutions, has 180 advisory firms as clients and more than $40bn in assets under management in its combined US and European operations.