We provide Catholic Values Investments and Asset Management. Trinity Fiduciary Partners is a Registered Investment Adviser.
This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Trinity Fiduciary Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Trinity unless a client servi
12/27/2022
Interesting way to get people involved in retirement savings! Save young people, save!
New law links your student loans with retirement savings Tucked inside the $1.7 trillion government spending bill are a series of provisions that experts say is nothing short of a redefinition of what makes up the retirement system itself.
12/11/2022
07/28/2022
IWP promotes investing in the family. Much news about companies paying for Abortion Travel Benefits recently. Read our new research, policy and corporate engagement plans.
https://static1.squarespace.com/static/60d09c32d571dc3fb7598369/t/62cd7d940fc2676781c73077/1657634196386/Abortion+Incentives_Policy_July+2022.pdf
07/07/2022
Updates to the FFV Scorecard! Investing in the family. https://conta.cc/3ONSC83
04/17/2022
Risen.
04/11/2022
A Lenten message from IWP Capital. Enjoy Holy Week! https://conta.cc/3Jf8mxp
03/14/2022
2021 IWP Annual Report is Here! Download TODAY! 2021 IWP Annual Report is Here! See Catholic values research and story highlights from 2021! Download Now Sanctify is a FREE App powered by IWP Capital Research and the FFV Scorecard!
03/03/2022
The United States Conference of Catholic Bishops (USCCB), in their most recent update to the Socially Responsible Investing (SRI) guideline delineates that “The USCCB will not invest in firms that derive any revenue from the production of weapons inconsistent with Catholic teaching on war (e.g., biological and chemical weapons, landmines, nuclear weapons, weapons of mass destruction, etc.).” Cluster munitions would fall into this category.
IWP takes pride in providing our clients with a list of companies developing cluster bombs and other weapons aimed at innocent lives in Ukraine. During this Lenten season and beyond, we dedicate our alms, prayer and fasting to our Ukrainian brothers and sisters as they face the visceral reality of Ash Wednesday
Cluster Munitions — IWP Capital Across the world on Ash Wednesday, millions of Catholics heard one of two phrases as a cross of ashes was traced onto their foreheads: “Remember you are dust, and to dust you shall return” or “Repent and believe in the Gospel.” Either phrase is made more significant by the Russian invasion o...
01/28/2022
Advisors: FFV 100 Strategy has a three-year track record. This passive strategy seeks to invest in 100 companies that pass the FFV Scorecard, votes their proxies, and uses corporate engagement as needed. Learn more!
https://conta.cc/3o3Wo22
01/21/2022
Easy download of Sanctify app from the Apple store! 😀
01/13/2022
Who says insurance planning can’t be exciting? We think protecting your future is pretty darn cool. And just wait till you see the tech we use to help you do it...Give it a spin now, here.
01/10/2022
Market Survey — IWP Capital 2021 MARKET SURVEY One of the first of its kind, this survey conduced in Fall 2021 intends to move beyond anecdotal evidence to capture the current state of Catholic investing. We pooled 8,600 people who previously expressed an interest in our work to gauge current perceptions and practices. Eight...
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