It's about making the most of your investments.
If you are looking for a fee-only advisor (Registered Investment Advisory firm)
and a team with more than half century of experience to manage
your investment accounts—
-
individuals—IRAs (including rollovers) and taxable accounts
-
institutions—401Ks, corporate pensions foundations
and endowments -
other non-affiliated financial advisors, including banks,
CPAs, attorneys and financial planners.
—we would be honored to share the wisdom and success of
faith-based factor investing we call Strategic Moral Investing.
The investment strategies are all offered through personalized separate accounts.
4-star Morningstar Rating for
3-year, 5-year
and Overall
risk-adjusted performance as of June 30, 2020
for WI Fidelis composite
Including our
Significant asset
allocation factors
Major equity
style factors
(with 34
sub-factors)
Faith-based filtering processes
Unique strategic
moral investing
process
Our
Quarterly Performance Review
& Market Commentary includes
To be added to our Quarterly email list of Commentary recipients,
click here.
