Trinity Legacy Partners
Investment Bank/Securities Brokerage - Houston, TX, US
Trinity Legacy Partners Employees
Trinity Legacy Partners Senior Management
Trinity Legacy Partners Details
Our Mission:We seek to protect and grow our clients' legacy for generations to come. Our goal is to manage and potentially increase our clients' investment portfolios as prudently as possible while protecting capital on the downside. We will provide quality, objective investment advice to our clients that is free from conflicts of interest.Our Value Proposition:We will always act as a fiduciary for our clients and embrace that standard. While every investment decision may not make money, our clients know that we will always act in their best interests. Our clients' investment goals will be the foundation of all portfolio decisions. Our ethics will be beyond reproach.Disclosure:We are a fee-only investment management and financial planning firm. The firm does not sell securities on a commission basis. The firm is not affiliated with entities that sell financial products or securities. Trinity Legacy Partners, LLC does not act as a custodian of client assets. All client assets managed by Trinity Legacy Partners, LLC are held at Charles Schwab, the firm's custodian.No minimum account size required.Additional disclosure information and firm brochure can be found at https://trinitylegacy.com.24 Greenway Plaza, Suite 546 | Houston, TX 77046 | Phone 713-999-8053 | info@trinitylegacy.com
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