We are 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, models (on select custodial platforms) and our holdings, including quarterly updates, are a component of our Strategic Moral Investing Guide which is available for purchase. Contact us for more information.
Including our
Our quarterly Performance Review
& Market Commentary includes
To be added to our quarterly email list of Commentary recipients,
click here.
