Preservation Strategy
The Preservation Strategy safeguards capital at an organizational level, seeking favorable returns while prioritizing long-term stability.
Accumulation Strategy
The Accumulation Strategy leverages price discipline and conservative valuations to target investments with attractive yields.
Jacobs Fund I, LP
The Jacobs Fund I, LP exploits market inefficiencies to seek undervalued assets poised for value realization.
Our Trinity offering incorporates three strategies that can be utilized across financial products.
General Retail Investing:
Retail investors can utilize two investment strategies—Preservation and Accumulation—within regular investment accounts to pursue their general financial objectives. For qualified investors, the Private Partnership strategy is also available.
Retirement Planning:
Our investment strategies—Preservation, and Accumulation—can be implemented in Roth IRAs, traditional IRAs, or other retirement accounts based on specific client needs and goals. This flexibility allows for a customized approach to retirement planning, offering strategy that aligns with clients’ preferences, risk tolerance, and long-term objectives.
Educational Funding:
When it comes to funding education expenses, our investment strategies—Preservation and Accumulation—can be adapted to various savings vehicles based on each client’s unique circumstances. Whether it’s a 529 college savings plan, a custodial account, or other educational funding options, these strategies can be tailored to align with the client’s financial goals, risk tolerance, and time horizon. This flexibility enables clients to effectively plan for educational expenses in a way that suits their individual needs.
Trusts:
In the context of trusts, including both irrevocable and revocable trusts, our firm specializes in implementing two investment strategies—Preservation and Accumulation. We work closely with our clients’ estate planning attorneys to promote alignment between strategies and the specific goals and requirements of the trust beneficiaries.
Sudden Wealth:
When clients come into sudden wealth, like inheritance or lawsuit proceeds, we offer our three strategies to help effectively manage newfound assets. For those who want to protect their wealth, we employ a Preservation Strategy by investing in lower-risk assets and creating safety nets. Clients seeking growth can opt for an Accumulation Strategy, where we diversify their portfolio for long-term growth, while the Private Partnership can offer diversification with potentially higher returns. We work closely with clients to align these strategies with their goals and risk tolerance, emphasizing the importance of financial education and prudent planning to secure their financial future.
Dollar Cost Averaging / Regular Contributions:
Dollar cost averaging and regular contributions are powerful tools that can be implemented to benefit clients by potentially increasing their wealth over time. With dollar cost averaging, clients invest a fixed amount of money at regular intervals, regardless of market conditions. Regular contributions, whether to retirement accounts or investment portfolios, promote consistent capital deployment, which can amplify the benefits of compounding over the long term. By automating these contributions, clients can capitalize on market fluctuations, reduce the impact of emotional decision-making, and steadily build wealth while managing risk. These strategies not only promote financial discipline but also help clients achieve their financial goals by harnessing the power of time and consistency in their investments.
Asset Management for Businesses:
Both small and large businesses can effectively utilize our three investment strategies—Preservation, Accumulation, and Private Partnership—for general investment management. The Preservation Strategy is valuable for safeguarding capital and ensuring liquidity, which is crucial for both small businesses managing cash flow and large corporations looking to protect their financial stability. The Accumulation Strategy offers opportunities for growth and capital appreciation, benefiting businesses of all sizes by increasing their financial resources and expanding their market presence. The Private Partnership can be particularly advantageous for larger corporations seeking diversification and potential higher returns. By customizing these strategies to align with specific financial objectives, risk profiles, and industry dynamics, businesses can optimize their investment portfolios and enhance their long-term financial success.
Pension Funds:
Our three investment strategies—Preservation, Accumulation, and Private Partnership—can be effectively incorporated into pension fund management. These strategies can help pension funds tailor their investment approach to meet specific funding status, risk tolerance, and long-term obligations, whether the focus is on capital preservation, wealth accumulation, or diversification through private partnerships. The choice of strategy will depend on the fund’s unique goals and investment horizon, supporting funds’ commitments to retirees and beneficiaries.
Endowments and Charitable Foundations:
The three investment strategies—Preservation, Accumulation, and Private Partnership—can be thoughtfully integrated into the management of endowments. These strategies allow endowments to align their investment approach with their specific goals, whether it’s preserving the principal to sustain charitable giving, accumulating wealth to support long-term growth, or diversifying to enhance returns. The strategy allocation depends on the endowment’s objectives, time horizon, and risk tolerance, supporting effective fulfillment of its mission to educational institutions, charitable causes, or other long-term goals, while maintaining financial sustainability.
Public Fund Management (e.g. Municipalities, States):
In the realm of public fund management, which includes entities like municipalities and states, the three investment strategies—Preservation, Accumulation, and Private Partnership—offer versatile tools to effectively manage and allocate public funds. The Preservation Strategy can be employed to safeguard public assets, ensuring stability and liquidity for essential services and obligations. The Accumulation Strategy can be implemented for long-term wealth growth to meet future financial commitments and infrastructure projects. Additionally, considering Private Partnerships within the public fund portfolio can offer diversification and potential avenues for enhanced returns. By strategically integrating these strategies, public fund managers can align their investment approach with the unique financial responsibilities and goals of their respective municipalities or states, ultimately contributing to the financial well-being and prosperity of their communities.
University and Educational Institution Endowments:
Within the context of university and educational institution endowments, the application of the three investment strategies—Preservation, Accumulation, and Private Partnership—play a pivotal role in supporting their mission and long-term sustainability. The Preservation Strategy can be essential to safeguarding and preserving the endowment’s principal, supporting a consistent source of income for academic programs and scholarships. The Accumulation Strategy can be strategically utilized to grow the endowment over time, helping institutions meet increasing financial demands and expanding their educational offerings. Furthermore, considering Private Partnerships within the endowment’s investment portfolio can provide diversification and the potential for higher returns, enabling educational institutions to remain competitive and thrive. By tailoring these strategies to align with the unique objectives and financial requirements of the educational institution, endowment managers contribute significantly to the institution’s ability to provide quality education and fulfill its broader mission.
Sovereign Wealth Fund Management:
In the context of sovereign wealth fund management, our three investment strategies—Preservation, Accumulation, and Private Partnership—can be effectively employed to align with the nation’s financial objectives and long-term stability.