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Honor the Lord with your wealth… Proverbs 3:9®

Triumphant’s

Four Disciplined Investment Strategies

Triumphant offers four portfolio management strategies, in addition to a customized solution, in order to best meet your short- and long-term financial goals. Each of our strategies are managed with an active “exit strategy” tied to our Current Market Outlook signals to reduce market risk for our clients during severe market downturns.

In accordance with our Biblical focus, the portfolios avoid investments in companies that are directly involved in the following: pornography, abortion & abortion inducing drugs; gambling, sports betting, casinos & lottery; manufacture of alcoholic beverages; recreational marijuana; tobacco; prostitution; and manufacture of violent video games.

 

Please Note: All mutual funds & EFT’s are managed independently from Triumphant and may choose to invest in companies that fall outside of Biblical morality. The Triumphant team is striving to find long-term solutions that prioritize Christian insight into fund management and routinely assess our strategies involvement against their investment activity.

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Mutual Fund/ETF Strategies

The Triumphant Mutual Fund/ETF Strategies allocate assets between five “no-load” mutual funds* and/or ETF’s** (~20% each) that are top rated in their respective categories. What follows are three models to choose from based on an investors personal needs and profile.

During certain types of markets, and at the sole discretion of Triumphant portfolio managers, a holding of cash (money market fund) can be used in any amount for a period of time in order to minimize the effects of a down trending market.

Conservative Model

Income funds/ETFs that proactively seek steady returns from bonds, utilities or preferred stocks.

Moderate Model

Growth and Income (or balanced) funds/ETFs that seek income and long-term growth through blue chip stocks and bonds.

Aggressive Model

Growth funds/ETFs that proactively seek to invest in companies with above-average growth potential.

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Equity ETF Strategy

Invests in sector or index ETF’s while employing a STOP protection discipline. This rules-based strategy is based on a set of technical indicators that create a signal to “sell” as a possible downtrend is developing, and conversely, create a signal to “buy” after a correction phase has run its course and the markets begin to recover and rally. The model is either invested in the ETF(s), or in cash/cash equivalents, or in a combination of them at the discretion of the manager based on current risk levels in the market.

The portfolio’s objective is to be invested during uptrends or to be on the sidelines during corrections and/or bear markets.

Customized Strategy

Triumphant Omni

TPM may provide customized portfolios designed to meet specific needs of a client outside of our four disciplined strategies. These portfolios are designed with input from the client and are based on the advisors understanding of their risk tolerance and objectives.

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Frequently Ask Questions

What does "fee-only" service mean?

What does "fee-only" service mean?

A fee-only advisor is paid directly by clients for their services and can't receive other sources of compensation, such as commissions or payments from mutual fund providers. Triumphant only receives payments based on a predetermined annual fee percentage.

What is an "exit strategy"?

What is an "exit strategy"?

An exit strategy is a contingency plan that is executed by a portfolio manager to liquidate a position(s) in a financial asset once certain predetermined criteria has been met or exceeded. It is a planned approach to reducing market risk in a way that will minimize portfolio damage.

What is an "annual fee"?

What is an "annual fee"?

The annual fee is how we are compensated for managing your assets and is charged as a percentage of the total assets being managed. Our annual fee rate is based on the strategy(s) you select and is fully disclosed upfront. It is deducted in monthly installments and is displayed on the investment account statements and online.

What are ETF's?

What are ETF's?

ETFs, while not technically mutual funds, share many similarities. Like mutual funds, ETFs are generally diversified and flexible portfolios of stocks and/or other securities. A major difference is that ETFs are traded like individual stocks, which means their prices fluctuate throughout the day.

What does it mean to be a "fiduciary"?

What does it mean to be a "fiduciary"?

A fiduciary acts in the client's best interest, not their own, when offering personalized financial advice. Fiduciaries must remove or disclose any potential conflicts of interest, while viewing opportunities from your point of view, and make decisions based on what has a high probability of working to your benefit.

What is the S&P 500?

What is the S&P 500?

The Standard & Poor's 500 Index - S&P 500 is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies by market value.

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