INVESTMENT MANAGEMENT
WHAT IS TRIUNE'S INVESTMENT APPROACH?
Triune is a completely independent registered investment advisory firm and our only incentive is to generate good results for our clients. Because we are not affiliated with any investment banking firm or insurance company, our clients can feel confident that our advice is grounded in evidence based, objective, academically supported research-with very specific attention paid to the impact of expenses on long term success.
At Triune, the investment allocation of your portfolio is a direct byproduct of your personal financial plan. The combination of your clearly defined objectives (with applicable time frames identified) and our thorough understanding of long term capital market behavior drive the construction of each of our client's accounts. Simply put, money needed for short term objectives should be positioned with little room for volatility and money needed for long term objectives should be positioned for the growth necessary to balance risk tolerance with needed return on capital.
HOW DOES TRIUNE'S INVESTMENT MANAGEMENT APPROACH WORK?
Triune wants to help you take care of your investments so that you can focus on taking care of what matters most-your life and loved ones. Each client receives a personalized explanation and education about historical performance, capital market behavior and the impact of fees because our objective is to foster a highly collaborative approach to managing your accounts.
Academics, independent research and our experience have shown that people and organizations who approach investing this way are far more likely to stick with prudent discipline in times of euphoric market returns (when greed causes people to ignore risk) as well as during times of apparent bleak circumstances (when fear drives people into damaging short-term decision making).
TRIUNE'S INVESTMENT MANAGEMENT SERVICES INCLUDE
- Development of a personalized investment approach account by account
- Education and understanding of our process and all fees
- Regular personalized performance reporting
- Face to face review meetings
- Ability to deliver Faith Based Balanced Portfolio Models with stock screens for clients who prefer to invest consistent with their beliefs
For more information on Triune's Investment Approach visit www.dfaus.com/philosophy
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