Welcome.

It's not about us... 

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.

​

5-star Morningstar Rating for
3-year, 5-year
and Overall 
risk-adjusted performance as of December 31, 2020

for WI Fidelis separately managed account

4

Significant asset 

allocation factors

3

Major equity

style factors 

(with 34 
sub-factors)

2

Faith-based filtering processes

1

Unique strategic

moral investing

process

Contact us
today for a

complimentary

evaluation

of your

holdings

and

performance.*

*Some exclusions may apply.