about / overview
Faithful Ownership.
Systematically Applied.
about
Faithful Ownership. Systematically Applied.
For over 18 years, we have sought to deliver superior, risk-adjusted returns while maintaining our commitment to faithful ownership, transparency, and the ultimate objectives our investors’ resources support.
We seek to expand and elevate the industry standard for “Catholic values investing” through the systematic application of the Faith & Family Values® framework to every portfolio, strategy, and asset class.
Since the firm’s founding, we have served as the advisor to a registered mutual fund, a private faith-based real estate fund, separate accounts, and a private alternative funds. Based in Fort Worth, Texas and South Bend, Indiana, Trinity is a registered investment advisor with the U.S. Securities & Exchange Commission (“SEC”).
our mission
To be the premiere, integrated
platform for faith-informed investors at every stage of the investment process by identifying & pursuing differentiated opportunities across all major asset classes
To deliver enduring value
a FFV® investing consensus that elevates the industry standard for "Catholic values" investing
To inform & apply
$126M+
approx. AUM, as of 12.31.2023
18+
Year Track Record
FFV®
Catholic Values Screening
faith & family values scorecard®
21
Proprietary Screens
for Catholic Values
642
Rules-Based Proxy
Voting Criteria
11+
Years of Track Record
& Catholic Screening
In partnership with IWP Capital, our teams aims to systematically apply Catholic principles and teaching at every stage of the investment process — not only as an exclusionary criteria before each investment decision, but also as a means of ongoing, constructive ownership.
Launched in 2006, the core of our approach is the Faith & Family Values Scorecard® — a proprietary technology that employs 21 custom screens for Catholic values:
FFV
SCORECARD®
B Y I W P C A P I T A L
-
In the Catholic tradition, the most fundamental right is life itself. Each distinct soul is considered sacred from conception until natural death. Putting this reality into action, the FFV Scorecard® includes five screens dedicated to protecting human life by tracking company involvement in activities that threaten this most fundamental right.
These screens include:
Abortion & Abortifacients
Artificial Reproduction
Euthanasia & Physician Assisted Suicide
Human Embryonic Stem Cells & Fetal Tissue
Human Cloning -
The FFV Scorecard® incorporates six screens aimed at reducing addictive materials, harmful habitual behaviors, and arms production from investor portfolios so that their capital may work to enhance the common good of all.
The six screens include:
Cannabis
Civilian Firearms
Controversial Weapons
E-Cigarettes & Related
Gambling
Opioids
Tobacco & Related -
Catholics believe that human dignity results from the image of God that each person bears.
IWP Capital has incorporated the following screens into the FFV Scorecard®:
Adult Entertainment
Contraceptives
Private Prisons
Sex Reassignment Surgeries & Treatments -
As the Catholic Church pursues the good of all persons, one of its main focuses is the preferential option for the poor. As the pastoral letter Economic Justice for All proclaims, “The needs of the poor take priority over the desires of the rich.”
To that end, the FFV Scorecard® maintains two screens related to economic justice:
Predatory Lending
Third-Party Debt Collection -
St. Francis of Assisi reminds us, “Our common home is like a sister with whom we share our life and a beautiful mother who opens her arms to embrace us.”
IWP Capital has developed three screens that we believe capture the spirit of the bishops’ guidelines and remain well suited to investment screening. They include:
Coal Mining
Water Privatization
Whaling