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MFWire: Epiphany Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Trinity Fiduciary Partners, LLC
106 Decker Court
Ste. 226
Irving, TX  75062
Google Maps

Contact
Main Phone: 877-334-1283
Web Site: http://www.epiphanyfunds.com

Mutual Fund Brand(s)
Epiphany Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Sam Saladino, a former Ameriprise financial planner, launched his own RIA at the beginning of 2005. Irving, Texas-based Trinity Fiduciary Partners is a socially responsible investing firm with a special emphasis on aligning with Catholic values. Trinity's first mutual fund, the Epiphany FFV Fund launched in 2007.

    Trinity's Epiphany mutual funds are built on its proprietary FFV Scorecard (faith and family values) research strategy, which includes four pillars: corporate governance, environment, life and family, and social justice. The RIA launched its fifth mutual fund, the Dana Large Cap Core Fund, in March 2012. Dana Investment Advisors sub-advises Trinity's FFV Strategic Income Fund as well as the Dana Large Cap Core Fund.

    Trinity offers A, C and N shares of its mutual funds, and it also manages separate accounts. Saladino, Trinity president Nancy Benson, Trinity chairman Javier Creixell and six others co-own the firm.
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    Key People:
    Sam Saladino
    CEO, Founder, TRINITY FIDUCIARY PARTNERS, LLC
    Nancy Benson
    President, Trinity Fiduciary Partners LLC
    Javier Creixell
    Chairman, Trinity Fiduciary Partners LLC
    Elizabeth Fahy
    Chief Compliance Officer, Trinity Fiduciary Partners LLC
    Sarah Darrouzet
    Vice President, Trinity Fiduciary Partners
    Story Archive for Trinity Fiduciary Partners, LLC
    Published On Story Headline Publication
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    11/3/2016 Filings for Fundsters - November 3, 2016 MFWire.com
    7/25/2013 Epiphany Will Revamp a Fund MFWire.com
    4/5/2013 Stork and Reaper for the Week of April 5, 2013 MFWire.com
    3/7/2011 Dana Has an Epiphany MFWire.com
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