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Trinity selects FundQuest for back-office support


Trinity Portfolio Advisors, a registered investment adviser headquartered in Fort Worth, Texas, has selected FundQuest to help it accelerate growth and control costs through outsourced technology, back-office and investment research services.

FundQuest, a provider of outsourced managed account solutions, has 180 advisory firms as clients and more than USD40bn in assets under management in its combined US and European operations.

The two managing members of Trinity Portfolio Advisors are Dee Wayne Cullum and John A. Chalk, Jr., who each have more than ten years of experience in financial advisory.

They recently launched Trinity as an advisory firm specifically designed to help clients align their wealth with their values. Their objective is to remove the pressure of managing finances so that clients are free to fulfil their overall purpose. Trinity manages over USD275m in client assets.

Cullum says: “FundQuest offers a full array of support services which enable us to dedicate more time to one-to-one personal interactions that our clients value so highly. We gain rigorous open architecture investment research from a global team, high quality back-office administrative services, and performance reporting that is easy for our clients to understand. Their technology-driven productivity tools enable us to increase the efficiency and responsiveness of our services.”

Andrew Stavaridis, vice president, national accounts at FundQuest, adds: “It is especially important for a new firm to be able to deliver high quality services, grow their client base, and add new products without major expenditures for technology or administrative resources. FundQuest’s infrastructure, which supports more than 70,000 fee-based advisory accounts, provides Trinity with immediate economies-of-scale. Trinity Portfolio Advisors can maintain control over their margins as their business changes because of FundQuest’s variable cost service model, which is based on assets under management.”

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