Trinity, which manages over $275 million in client assets, was recently launched by Dee Cullum and John Chalk, former managing partners of Cullum & Associates, which is also based in Fort Worth.

Through engaging FundQuest’s services, Trinity hopes to accelerate its growth and control costs. It also aims to provide its clients with as wide a range of services as possible, and FundQuest’s support will facilitate the provision of unified managed accounts, hybrid active and passive portfolios, separately managed accounts, income portfolios, trust services, annuities, exchange-traded funds, and alternative investments, Trinity said in a statement.

“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,” said Mr Cullum.