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Celebrating 20 years of investments aligned with faith & science

We are a fee-only advisor (Registered Investment Advisory firm) 
and a team with more than half century of experience. All of our investment strategies are
evidence-based, Catholic and Biblically ResponsibleWe would be honored to share our approach to faith and factor investment management. We assist

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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 through sub-advisory
    agreements and access to Inspire's Fidelis Multi Factor ETF (FDLS) that replicates Fidelis 100 Index methodology.

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