Put You Money
Where Your Faith Is

Fiduciary - Discretionary - Fee-Only

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Triumphant Portfolio Management, LLC

Disciplined - Vigilant - Biblically Responsible

Our Difference
Investment Decisions
With Christian Values
Combining Technical & Fundamental Analysis to reduce market risk through a disciplined investment process.
Our Services

Triumphant Faith

Biblically
Focused,
Socially Responsible

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 that brings Christian values into the investment selection, seeking to invest in companies that best represent those Christian values.

Our Difference

Why Triumphant?

Over 75 years of combined investment management and trust department experience. Serving Private Individuals, Corporations, Educational Institutions and Church & Faith-Based Ministries.

Fiduciary

We must act in your best interest, put your needs before our own and remove or state conflicts of interest.

Discretionary

We make the portfolio management decisions for you to allow you more time to do what you do best.

Fee-Only

We don’t sell you anything or earn any commissions. Our fee-only structure removes that conflict.

Proactive

We strive to grow your assets in up markets and preserve them in down markets with defensive tactics.

Our

Services

Mutual Fund/ETF Strategies

The mutual fund/ETF positions are monitored regularly for performance against their benchmarks and peers for changes in management of the fund.  

Custom Investment Strategies

 These portfolios are designed
with significant input from the advisor based on the clients’ risk tolerance and objectives.

Equity/ETF
Strategies

We use valuable tools such as Investors Business Daily ® to research earnings and sales statistics to select the stocks, funds or ETF’s to buy or sell.

Our

Call to
Stewardship

“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

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