Institutional Investors

Epiphany offers institutional investors and retirement plan providers a full range of mutual funds, separate account strategies through Epiphany Funds, Trinity Fiduciary Partners, LLC, and our sub-advisors.

We have been setting industry standards for faith-based and Catholic investing since 2006, in managing equity and fixed investments to invest with purpose.

Epiphany and Trinity offer an extensive range of products and services including:

• Competitive mutual funds (large-cap, small/mid-cap, and income strategies)
• Separate account capabilities
• Sub-advisory accounts
• SRI research and proxy voting focused on faith-based and Catholic mandates

Our Institutional Group is dedicated to building lasting relationships and is committed to providing exceptional service to insure client specific needs are met. We look forward to working with you. Please contact Trinity at 877-334-1283 for more information.

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