Our desire is to build healthy, long term relationships with our clients. We care about their “life events” and we enjoy having in-depth discussions with them regarding their current needs and future goals.
Each of our clients are internally assigned a reoccurring contact frequency developed and tailored during the interview process and designed to deepen our relationships with them. Ongoing reviews are generally scheduled in advance and are conducted either in person, over the phone or via Skype/FaceTime.
We professionally manage your money on a “discretionary” basis to execute our dual mandate of growing your capital in up-trending markets while preserving it in down-trending markets.
As a “fiduciary” we must act in your best interest. This is known as the “fiduciary standard”. We are required to “stand in your shoes” and view all opportunities from your point of view and make decisions for you on what has a high probability of working to your benefit.
By way of contrast, common brokers and hybrid advisers generally operate under the lesser “suitability rule”. This requires that their product only be a suitable investment for you. It doesn’t mean it’s the best choice for you or even a good choice for you, but only that it be suitable for you in some way.
At TPM, we don’t sell you anything and we don’t earn commissions of any sort. We only manage our clients’ assets for an annual fee. Our fee structure removes the commission conflict of interest that other advisers and brokers still face. We are also free of any sales requirements or quotas from big banks, Wall Street brokerages or insurance companies.
Our annual fee percentage is based on the strategy(s) you select for us to employ while managing your assets and is fully disclosed upfront. It is deducted in monthly installments and displayed on your monthly investment account statements and can also be viewed online.
In short, we are on the same side of the table with you. We do better when you do better. We work for you and have the same goal as you: to grow your assets when markets are fruitful and to work diligently to preserve them when market conditions are weak.
You can count on us to work hard for you and to put your interests ahead of our own.
You must master it. We believe it is important to bear in mind that “where your treasure is, there your heart will be also”, and that “the love of money is a root of all sorts of evil”.
At Triumphant Portfolio Management, we believe that what you invest in matters as well. We think it is wise to “put your money where your faith is ®” and we take that seriously .
Several publicly traded companies provide goods & services that we believe are offensive to a believers faith and ultimately do more harm to society than they do good.
President & Founder
As a market veteran with over 32 years of professional experience, Jon is the Chief Investment Officer of TPM & serves as our Senior Portfolio Manager.
Director of Business Development
Matt graduated from Liberty University in 2016 with a Master of Business Administration and began his career in the securities industry with a national brokerage firm.
Vice President & Director of Operations
Karen has been with TPM since its inception and has been involved in various aspects of supporting her husband’s business since the early 90’s
Office Administrator & Director of Client Relationships
Theresa has over 30 years experience between the bank trust department and financial services industries, including serving 14 years as an investment representative.
Director of Marketing
& Social Media
Amanda specializes in graphic design and marketing through social media. Her role revolves around designing documents as well as creating and maintaining our firms social media presence
Natalie’s daily role of analyzing price and volume trends of technically & fundamentally superior companies using stock charts helps TPM stay in tune with market trends for their clients.