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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 underlying Fidelis virtue-focused wealth planning, and Fidelis 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.

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Faith-based filtering process
Unique strategic
moral investing
processes
Major equity
style factors 
(with 34 
sub-factors)
Significant asset 
allocation factors
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