View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. Technology
January 27, 2010

Trinity Portfolio Advisors Selects FundQuest

Trinity Portfolio Advisors has selected FundQuest to help accelerate growth and control costs through outsourced technology, back-office and investment research services.

By CBR Staff Writer

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.

Content from our partners
Why the tech sector must embrace faster, smarter talent recruitment
Sherif Tawfik: The Middle East and Africa are ready to lead on the climate
What to look for in a modern ERP system

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.

Topics in this article :
Websites in our network
Select and enter your corporate email address Tech Monitor's research, insight and analysis examines the frontiers of digital transformation to help tech leaders navigate the future. Our Changelog newsletter delivers our best work to your inbox every week.
  • CIO
  • CTO
  • CISO
  • CSO
  • CFO
  • CDO
  • CEO
  • Architect Founder
  • MD
  • Director
  • Manager
  • Other
Visit our privacy policy for more information about our services, how New Statesman Media Group may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.
THANK YOU