Insights

Niche faith-based Target campaigns to faith-aligned high-net-worth individuals and family offices seeking fiduciary, fee-only investment management with values-driven screening criteria.

Responsible investing Leverage their explicit ethical screen to cross-sell sustainable and impact-focused portfolios, highlighting avoidance of industries like pornography, gambling, alcohol, tobacco, abortion, and recreational marijuana.

Boutique scale Emphasize personalized service and discretionary management for a small firm; position TPM as a nimble alternative to large bulge-bracket firms for clients seeking attentiveness and alignment with beliefs.

Tech-enabled Promote the Black Diamond Wealth Platform and modern tech stack as a differentiator for client portals, reporting transparency, and seamless communication with advisors.

Growth potential Identify growth opportunities through mid-sized advisor networks, family offices, and regional banks seeking compliant, disciplined investment partners to expand our managed assets.

Similar companies to Triumphant Portfolio Management, LLC

Triumphant Portfolio Management, LLC Tech Stack

Triumphant Portfolio Management, LLC uses 8 technology products and services including WordPress, Shopify, Mailchimp, and more. Explore Triumphant Portfolio Management, LLC's tech stack below.

Triumphant Portfolio Management, LLC's Email Address Formats

Triumphant Portfolio Management, LLC uses at least 3 email formats:
Triumphant Portfolio Management, LLC Email FormatsExamplePercentage
FirstLast@triumphantpm.comJohnDoe@triumphantpm.com
50%
FLast@triumphantpm.comJDoe@triumphantpm.com
25%
First.Last@triumphantpm.comJohn.Doe@triumphantpm.com
25%

Frequently Asked Questions

What is Triumphant Portfolio Management, LLC's phone number?

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You can contact Triumphant Portfolio Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Triumphant Portfolio Management, LLC's official website and social media links?

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Triumphant Portfolio Management, LLC's official website is triumphantpm.com and has social profiles on LinkedIn.

How much revenue does Triumphant Portfolio Management, LLC generate?

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As of September 2026, Triumphant Portfolio Management, LLC's annual revenue is estimated to be $1M - $10M.

What is Triumphant Portfolio Management, LLC's NAICS code?

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Triumphant Portfolio Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Triumphant Portfolio Management, LLC have currently?

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As of September 2026, Triumphant Portfolio Management, LLC has approximately 3 employees across 1 continents, including North America. Key team members include President And Founder, Senior Portfoilio Manager: J. J. B., Director Of Social Media And Marketing: A. C. and Market Research Analyst: N. O. Explore Triumphant Portfolio Management, LLC's employee directory with LeadIQ.

What industry does Triumphant Portfolio Management, LLC belong to?

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Triumphant Portfolio Management, LLC operates in the Investment Management industry.

What technology does Triumphant Portfolio Management, LLC use?

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Triumphant Portfolio Management, LLC's tech stack includes WordPress, Shopify, Mailchimp, Microsoft 365, Google Cloud, Elementor, WP Engine and Vimeo.

What is Triumphant Portfolio Management, LLC's email format?

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Triumphant Portfolio Management, LLC's email format typically follows the pattern of FirstLast@triumphantpm.com. Find more Triumphant Portfolio Management, LLC email formats with LeadIQ.

When was Triumphant Portfolio Management, LLC founded?

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Triumphant Portfolio Management, LLC was founded in 2016.
Triumphant Portfolio Management, LLC logo

Triumphant Portfolio Management, LLC

Investment ManagementVirginia, United States2-10 Employees

Triumphant Portfolio Management, LLC is a fiduciary, fee-only discretionary investment manager. The firm emphasizes disciplined, real-time decision-making and conducts daily research, guided in part by Investors Business Daily's processes and premium tools. Its objective is to help clients act as prudent stewards of their capital, seeking growth in favorable markets while aiming to preserve wealth in downturns by adjusting equity exposure and using short-term securities and defensive tactics as needed.

Based in Lynchburg, Virginia, Triumphant Portfolio Management operates as a Christian-faith-based advisory and screens out industries such as pornography, gambling, abortion-related products, alcohol, tobacco, recreational marijuana, violent video game manufacturing, and prostitution. The team brings over 75 years of combined investment management and bank trust experience, and in 2019 it launched the Black Diamond Wealth Platform client portal to support secure online access.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2016
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Triumphant Portfolio Management, LLC's revenue is estimated to be in the range of $1M - $10M

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