We are a fee-only advisor (Registered Investment Advisory firm) 
and a team with more than half century of experience.
We would be honored to share our strategic and moral approach to faith and factor investment management. We assist

​

• 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.