Who is Trinity Legacy Partners?
We are a Registered Investment Advisor. While registered with the Texas State Securities Board, we have clients across the country.
First, what we are not.
We are not brokers, nor are we beholden to one investment firm and only one opinion about investing.
Now, what we are.
We are independent, which means we think independently.
We are fiduciaries for our clients. This means we strive to act in your best interests.
As a fiduciary, our clients give us full discretion when managing their portfolios. This means we do not need to ask for permission to make trades in our clients’ accounts. This is important, because the markets move fast.
We manage our clients’ accounts on a fee-based basis. This means we get paid a percentage of our clients’ assets under management. We make more money only when you make more money.
We are a Private Wealth Management firm, meaning your identity is never revealed to others by us.
We manage both retirement and taxable accounts for our clients. We strive to be as tax-efficient as possible in our clients’ taxable accounts.
At Trinity Legacy Partners, we want to build a partnership with you.
If you are tired of the status quo when it comes to the management of your wealth, give Trinity Legacy Partners a call.