Trinity Portfolio Advisors selects FundQuest

Source: FundQuest

Trinity Portfolio Advisors, a Registered Investment Advisor headquartered in Ft. Worth has selected FundQuest to help them accelerate growth and control costs through outsourced technology, back-office, and investment research services.

FundQuest, a leader in outsourced managed account solutions, has 180 advisory firms as clients and more than $40 billion in assets under management in its combined US and European operations.

The two managing members of Trinity Portfolio Advisors are Dee Wayne Cullum and John A. Chalk, Jr., who each have more than 10 years of experience in financial advisory. They recently launched Trinity with a passion to create an advisory firm specifically designed to help clients align their wealth with their values. Their objective is to remove the pressure of managing finances so that clients are free to fulfill their overall purpose. Trinity manages over $275 million in client assets.

According to Mr. Cullum, "FundQuest offers a full array of support services which enable us to dedicate more time to one-to-one personal interactions that our clients value so highly. We gain rigorous open architecture investment research from a global team, high quality back-office administrative services, and performance reporting that is easy for our clients to understand. Their technology-driven productivity tools enable us to increase the efficiency and responsiveness of our services."

Mr. Chalk added, "In order to provide a competitive set of choices to today's increasingly more sophisticated investors, it is important to have a wide offering. With FundQuest's support, we can build customized solutions that include: unified managed accounts, mutual fund advisory, hybrid active and passive portfolios, separately managed accounts, income portfolios, trust services, annuities, exchange-traded funds, and alternative -investments. FundQuest also provides us with well-established connectivity to all of the major custody and clearing firms."

Andrew Stavaridis, Vice President, National Accounts at FundQuest advised, "It is especially important for a new firm to be able to deliver high quality services, grow their client base, and add new products without major expenditures for technology or administrative resources. FundQuest's infrastructure, which supports more than 70,000 fee-based advisory accounts, provides Trinity with immediate economies-of-scale. Trinity Portfolio Advisors can maintain control over their margins as their business changes because of FundQuest's variable cost service model, which is based on assets under management."

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