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—

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• 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.

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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.

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Faith- & factor-based Fidelis’ 5-star
Morningstar Rating for 10-year 
risk-adjusted performance among 
110 Mid-Cap Blend products as of
June 30, 2022