Joseph F. Hoover

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Mr. Hoover and his firm, Trinity Portfolios, a financial-planning and investment-management firm based in the Pittsburgh region, provide guidance to individuals and businesses. Approaching each client's situation with exceptional care, and with scrupulous respect for risk tolerance, Mr. Hoover uses sound investing principles to help clients build wealth, protect assets and achieve financial objectives. Serving more than 700 clients, Trinity Portfolios manages over $75 million of their assets.

Mr. Hoover and his partner, Gregory J. Dolan, have adhered to four core principles since founding their firm in 1988: all investors deserve an opportunity to build future wealth, without regard to their current resources; effective and efficient portfolios can be built and maintained at a very low cost; broad asset allocation and efficient portfolio structure are the most important factors in investment success; and careful selection of investment managers can significantly improve risk-adjusted returns.

Education

• Bachelor's degree, finance, Indiana University of Pennsylvania
• Professional Credentials
• Licensed securities representative

Civic Activities

• St. Vincent DePaul Society