Phone: (312) 245-1300    

Trinity Financial Advisors

CONNECT

Address:

541 North Fairbanks Ct Suite 1060
Chicago, IL 60611

Phone:

(312) 245-1300 , Outside of Illinois (877) 287-4648

Fax/Other:

(312) 245-9009

Investments

Service Offerings, Trinity Financial Advisors, Chicago, Illinois

Located in Chicago, Illinois, Trinity Financial Advisors is a full-service advisory firm offering investment management, financial planning, life planning, and tax preparation for our valued clients.

Investment Management

As an SEC Registered Investment Advisor, we do not receive any commissions on the sales of any investment products. We hold ourselves to the fiduciary standard and objectively choose the appropriate investment options that are in your best interest. Our custodians are Charles Schwab, Fidelity, and Trust Company of America, providing you with an additional layer of account security.

In developing your portfolio recommendations, we first assess your personal risk tolerance through both quantitative and behavioral questionnaires. From these results, we outline a portfolio that should statistically not decline in any given year in an amount greater than your personal comfort zone.

Click the logo below to access your free risk tolerance assessment:

We generally hold one-hour semi-annual investment meetings with your designated financial advisor and our principal, John Wimbiscus. We can hold meetings in our office and/or via a conference call with screen sharing capabilities for a guided, remote investment meeting. Our investment management services include ongoing general financial counsel and education planning, as well as in-house administrative support to process all of the necessary distributions and contributions, transfers, and account paperwork.

Financial Planning, Trinity Financial Advisors, Chicago, IllinoisCustom TFA Portfolio
Within this portfolio structure, we generally annually rebalance a mix of no-load mutual funds, index funds, exchange-traded funds, separately managed accounts, and fixed income securities. These securities may incur a transaction cost imposed by our custodians.

Schwab Institutional Intelligent™ Portfolio
This portfolio structure provides automated investing and rebalancing of a mix of exchange-traded funds selected by us, but with no transaction costs. This portfolio is only available with our custodian, Charles Schwab.

Employer-Sponsored Plan Management
We analyze the investment options available to you within your plan(s) and provide our holding recommendations catered to your risk tolerance, as well as oversee rebalancing if needed.