# Trinity Capital Investment

Trinity Capital Investment is an Asset Manager based in Fort Worth, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** 201 Main Street, Suite 1198, Fort Worth, TX 76102, United States
- **Founded:** 2005
- **Assets under management:** ~$126M (per the firm, 2023)
- **Website:** trinity-invest.com

## Regulatory record

- **Reports private funds:** No

## About

Trinity Capital Investment was founded in 2005 and operates from Fort Worth, Texas, with an additional office in South Bend, Indiana. The firm is structured as a registered investment advisor with the U.S. Securities and Exchange Commission. It does not trace to a single-family fortune; its wealth origin is institutional and individual client capital organized around a shared faith mandate. Since inception, Trinity has advised a registered mutual fund, a private faith-based real estate fund, separate accounts, and private alternative funds. The firm allocates across public equities, income strategies, private alternatives, and real estate, with each sleeve subject to the Faith & Family Values Scorecard. The scorecard applies 21 custom screens across five thematic pillars — protecting human life, enhancing the common good, promoting human dignity, pursuing economic justice, and saving the global home — before and after investment. Trinity runs custom indices, public market separately managed accounts, and private funds. Proxy voting and ongoing corporate engagement follow the same systematic framework. The firm reports partnering with IWP Capital to integrate faith-based screening into portfolio operations. Trinity reported approximately $126 million in assets under management as of December 31, 2023. The firm maintains an 18-plus-year track record and additional personnel in South Bend. Its structure includes a registered mutual fund and a private real estate vehicle, alongside separate accounts. No adjacent philanthropic foundation or club membership was identified in available materials. Trinity differentiates by embedding its ethical framework into every stage of the investment process — screening, proxy voting, and engagement — rather than treating it as a post-hoc filter. The operational partnership with IWP Capital underpins the scorecard's data and technology, making the firm's mandate inseparable from its infrastructure in a way most faith-based managers do not replicate.

## Sectors

- Public Markets
- Real Estate
- Private Credit

## Offices

- South Bend, IN, United States

## Questions

### How does Trinity Capital Investment incorporate Catholic values into its investment process?

Trinity uses the proprietary Faith & Family Values Scorecard, which applies 21 custom screens across five thematic pillars: protecting human life, enhancing the common good, promoting human dignity, pursuing economic justice, and saving the global home. The screen is embedded at every stage of the investment process — not only as exclusionary criteria before investment, but also via proxy voting and ongoing corporate engagement. The scorecard is maintained in partnership with IWP Capital.

### What investment strategies does Trinity offer?

Trinity offers four strategy categories under the umbrella of Trinity Portfolio Solutions: custom indices, public market strategies (separately managed accounts), income strategies, and private funds and alternatives. The firm advises a registered mutual fund, a private faith-based real estate fund, and separate accounts. All strategies are subject to the FFV Scorecard framework.

### How large is Trinity's team and where are they located?

Trinity maintains offices in Fort Worth, Texas and South Bend, Indiana. The firm has not publicly disclosed its total number of professionals as of the most recent available materials.

### What is the Faith & Family Values Scorecard?

Launched in 2006, the FFV Scorecard is a proprietary technology developed in partnership with IWP Capital. It tracks company involvement in activities such as abortion, civilian firearms, adult entertainment, predatory lending, and coal mining. The scorecard also governs proxy voting via 642 rules-based criteria and has more than 11 years of Catholic screening track record.

### Does Trinity participate in direct deals or only fund commitments?

Trinity manages both fund vehicles and separate accounts. Its private alternatives and real estate fund suggest it can participate in direct investments and fund structures, while public equity strategies run as SMAs and custom indices. The firm does not publicly detail its co-investment posture.

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Last updated: 2026-06-03T20:00:00.000Z

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