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Caring about what you own

with faith- & science-based strategies & resources.

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’ 4-star Morningstar Rating continues among 
139 Mid-Cap Blend products for 3 year,
5 year and Overall risk-adjusted performance as of June 30, 2021
Updated 8/13/21

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Including our

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

Our quarterly Performance Review

& Market Commentary includes
 

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To be added to our quarterly email list of Commentary recipients,
click here.