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. This is 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 Zoom/Teams.
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
Senior Portfolio Manager
As a market veteran with over 37 years of professional experience, Jon is the Chief Investment Officer of TPM and serves as our Senior Portfolio Manager.
Vice President and
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.
Director of Marketing
& Social Media
Amanda specializes in TPM communications through social media. Her role revolves around designing documents as well as maintaining our firms social media presence.
Director of Stock Market
Research and Analyst
Natalie analyzes daily price and volume trends of technically & fundamentally superior companies using stock charts to keep TPM in tune with market trends for their clients.
As a market veteran with over 37 years of professional experience, Jon is the Chief Investment Officer of TPM and serves as our Senior Portfolio Manager. He brings his vast experience and knowledge of the markets to our team, highlighting technical analysis and disciplined risk management.
Jon also spent some time as the host of an AM radio “call-in” investment talk show, Money Talks, in Charlotte, NC in the early 90’s. Having spent the better part of three decades managing total client assets of up to $100 million, he made the professional decision in 2016 to move his practice to “fee-only” discretionary management and to serve his clients as a fiduciary. Having become a born-again believer in 1995, he surrendered his life to the Lordship of Jesus Christ and has exerted considerable effort to promote and expand the better methodology of Biblically Responsible Investing (BRI).
Jon is active in his local church, and enjoys studying the markets. His favorite books in the Bible are James and Proverbs, and his favorite thing is spending quality time with his lovely wife Karen, their 3 grown children & their spouses, and 9 adorable grandchildren.
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. In addition to her active role in the operations of the company, she plans and coordinates our corporate meetings and special events.
Prior to raising three wonderful children as a stay at home mom, Karen worked for Mann Travels in Charlotte, NC as a Branch Manager and Travel Agent.
Her prior experience in management and supporting the marketing efforts of a successful financial advisor are a great asset to our clients and our firm. She was involved in Bible Study Fellowship (BSF) for over 12 years including leadership positions, and enjoys reading, cooking and loving (spoiling!) her grandchildren!
Amanda specializes in graphic design and marketing through social media. Her role centers around editing and updating posts as well as maintaining our firm’s social media presence. She enjoys the creativity of design and helping investors connect with TPM through specific social media outlets.
She received her B.S. in Broadcast Communications from Liberty University, and before joining TPM she served as a Media Specialist for a home health agency in Louisiana.
Amanda and her husband enjoy playing with their three children and spending time outdoors. She likes playing the piano, and rooting for her beloved St.Louis Cardinals.
Natalie enjoys the mathematical side of the market and specializes in stock chart analysis and technical calculations. Her daily role of analyzing price and volume trends of technically & fundamentally superior companies using stock charts helps us identify leadership and stay in tune with market trends for our clients.
She received her B.S. in Mathematics from Liberty University, and before joining TPM she spent three years as a 7th grade math teacher in Virginia. Natalie enjoys spending time with her husband and their daughters, and watching Cubs baseball and Falcons football.