WELCOME
Trinity Wealth Management is a boutique asset advisory firm, specializing in liquid alternative investments. Trinity provides alternative asset management utilizing dynamic stock selection, hedging, option-overlay, and volatility strategies that seek to control risk across various asset classes to a variety of investors. Trinity’s proprietary investment approach integrates quantitative and qualitative methods with a deep understanding of volatility pricing, risk mitigation/management and market insight. The paramount objective at Trinity is to seek higher risk-adjusted returns with the reduction of market correlation. During times of tumultuous equity markets, we believe risk management, vision, and flexibility are paramount as well as rare.
SCOPE
Advisory on asset management on behalf of customers on a discretionary basis.
Through banking and financial relationships, we provide access to our clients ( Asia, Europe etc. ) including those with a language barrier that denies them to have access to alternative investment offerings beyond traditional long-only solutions. This may include fundamental and quantitative market neutral funds, arbitrage strategies, options overwrite programs, commodities, and diversified real estate funds.
We work with clients to understand their specialized investment needs and customize solutions for them. We will have clients with excellent financial status, fully compliant and will design fixed income accounts that match their liabilities, meet a desired yield or duration profile, or exclude specified industries or securities with our financial partners or banks.
Trinity have developed specialist service offerings including Asset Allocation, Investment Advisory, Family Governance, Estate and Tax Planning, Corporate Advisory, M&A and Private Placement. Trinity is increasingly being used to work as external advisors on lasting settlements such as successions, trusts and foundations and for clients now seeking towards financial investments in Europe, United Kingdom and Australia.
RISK MANAGEMENT
We thoroughly understand that investing in a troubled entity, after insufficient due diligence, as being the highest single risk in a portfolio. Therefore we do extraordinary risk analysis and identifying the inherent weak points in an entity beforehand, and then manage the perceived risks at every stage of our investment implementation process, with our investment team working alongside risk management and the entities management, to pinpoint and eliminate such risks at all levels, before it turns into a problem. Our portfolios represent our investment strategies, reflecting our in-depth, fundamental research and unique approach to the markets.
Together these 5 risk management process steps combine to deliver a simple and effective risk management process.
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Step 1: Identify the Risk. ...
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Step 2: Analyze the risk. ...
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Step 3: Evaluate or Rank the Risk. ...
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Step 4: Treat the Risk. ...
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Step 5: Monitor and Review the risk.
The professional management of financial risks – created by market, credit and operational uncertainty – is becoming increasingly important. But risk also implies opportunity. Financial risk management (FRM) uses mathematical- statistical models to manage costly exposure to financial risk and optimise the returns on financial investments.