Our Difference
Independent. Objective. Professional. Biblically Responsible.
Striving to bring glory to the Lord Jesus through serving our clients.
Combining Technical and Fundamental Analysis to Reduce Market Risk through a Disciplined Investment Process.
Serving Private Individuals, Corporations, Educational Institutions and Church & Faith-Based Ministries.
Over 50 years of combined investment management and stock market research experience.
Client assets custodied by industry leading Charles Schwab & Co., Inc.
We must act in your best interest, put your needs before our own and remove or state conflicts of interest.
We make the portfolio management decisions for you to allow you more time to do what you do best.
We don’t sell you anything or earn any commissions. Our fee-only structure removes that conflict.
We strive to grow your assets in up markets and preserve them in down markets with defensive tactics.
Triumphant Faith
We are a portfolio management company run on biblical principles with the goal of glorifying God and positioning clients for clear conscience gains.
We employ an investment decision making process, including the use of a rigorously maintained restricted list of 10 offensive industries, that brings Christian values into the investment selection, seeking investment opportunities that better represent those Christian values.
Triumphant Process
We are a portfolio management company that reads and utilizes investment trend charts to discern the “footprints of money” in order to gain insights.
We employ an investment decision making process, including technical analysis (the “math of the market”) married with fundamental investment research, to achieve our dual mandate of protecting capital in down markets and seeking leading opportunities in up-trending markets.
Our
“Might it be that we are actually investing in things that are both hostile to and fighting against the very Kingdom to whom we belong? Are we intentionally, or unintentionally, making profit a higher priority than purity?”
Do not bring a female prostitute’s wages or a male prostitute’s earnings into the house of the Lord your God to fulfill any vow, because both are detestable to the Lord your God. Deuteronomy 23:18 HCSB
“God detests both the action and the money that is made from that action to such an extent that He finds them both detestable.”
– Jay Link – President, Stewardship Ministries
“If God be over us we must yield to Him universal obedience in all things. He must not be over us in one thing, and under us in another, but He must be over us in everything.” So, even how we choose to make money with His money is an important area of life stewardship.
– Peter Buckley, Biblically Responsible Investing Institute
Our
“Several years ago we decided to leave the “captive” structure of the big banks and brokerages in order to better serve our clients, and are we ever glad we did! Stepping out in faith by creating Triumphant and moving to the independent advisor model in the fiduciary role has enabled us to put our clients’ needs first.”
“There are so many potential conflicts of interest inherent in the brokerage, bank and insurance agency structure under the “suitability clause,” but those are removed or disclosed when an investor works with an independent financial professional who serves as a fiduciary.”
– James Jon Benet – President, Triumphant Portfolio Management, LLC
View the adjacent video to learn about the ways TPM’s clients have benefited and why we chose to affiliate with Sowell Management as our Registered Investment Advisor partner.
“And if one can overpower him who is alone, two can resist him. A cord of three strands is not quickly torn apart.” “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
– King Solomon, Ecclesiastes 4:12 & 11:2 NASB
Our
The mutual fund/ETF positions are monitored regularly for performance against their benchmarks and peers and for changes in management of the fund.
We use valuable research tools such as Investors Business Daily ® to study fundamental and technical statistics to select stocks, funds and ETF’s.
These customized portfolios are designed to meet specific needs of a client outside of our four disciplined strategies.
As seen previously in
The Latest
BLOG POST: Our Current Market Outlook is “Market in a Correction” and our light is “red.“
Where Are Woodward and Bernstein When We Need Them? This article was written by Newt
A poem about a modern day Pig in a Poke, being “woke” and going broke.
Triumphant Truth
You’re not here by accident. God loves you. He wants you to have a personal relationship with Him through Jesus, His Son. Triumphant strives to honor the Lord and bear witness to His love and mercy by serving our clients with disciplined, proactive wealth management.
14803 Forest Rd.
#1147
Forest, VA 24551
Request a Triumphant newsletter to receive updates on the markets and Christ-centered investing.
Send mail to:
14803 Forest Rd. # 1147
Forest, VA 24551
Request a Triumphant Newsletter to receive updates on the markets and Christ-centered investing.
This information is not intended to be a substitute for specific individualized advice. The TPM strategies cannot assure a profit nor protect against loss. Inherent limitations and market conditions may affect the performance of portfolios in any given market environment. Past performance does not guarantee future results. Investors should consider the investment objectives, risks, charges, and expenses associated with any investment strategy.
Advisory Services Through Sowell Management | © 2023 Triumphant Portfolio Management, LLC | Privacy & Disclosures
