Trinity Neches

EST. AUM
$120,387,810

CONTACTS

CLIENT ACCOUNTS
180

Firm Details

Metro area Houston
CRD Number 282631
Website n
Client types

Overview

Trinity Neches (legally registered as Thiel Investment Management Company, LLC) is an independent, state-registered investment adviser (RIA) headquartered in Sugar Land, Texas, with secondary branch advisory presence in Shepherd, Texas. Founded in 2016 by Managing Member Milton “Chip” Thiel, Jr., CFP®, the firm operates under a strict fiduciary standard of care to design customized asset tracks tailored specifically to each client’s long-term milestone horizons, financial circumstances, and unique risk tolerances. The firm provides wealth management, comprehensive lifecycle financial planning, and corporate retirement plan consulting to individual retail clients, families, and small business owners. Trinity Neches separates itself from product-driven brokers by integrating deep client reviews across retirement income spend-down mapping, corporate benefit frameworks, proactive insurance alignment, and generational estate planning checklists. Their core investment philosophy focuses on disciplined, cost-efficient diversification, deploying strategic asset allocation models using equities, mutual funds, and exchange-traded funds (ETFs) to maintain risk mitigation and preserve long-term purchasing power.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Trinity Neches

Platform Details

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