We are evangelists for virtuous wealth planning and faith and factor investing. We are dedicated to integrity, professional excellence and consistent results. We are laser-focused on investing and wealth planning so our clients can focus on what is most important to them.
Integrity
​
We place our clients’ interests ahead of our own. Everything we do is because we believe it is best for our clients. Potential conflicts of interest are avoided or fully disclosed.
Our fee schedule is fully disclosed and easy to understand.
​
We invest our personal and firm assets alongside our clients’ in our recommended portfolios.
The first step in our stringent security-selection process is to screen companies based on their moral and ethical practices.
We report performance relative to similarly allocated benchmarks to clearly show where we are adding value.
​
​
​
Professional Excellence​​
​
Our Fidelis Investment Management team has over 50 years combined experience. We have successfully navigated economic expansions and recessions, as well as bull and bear markets.
We stay informed of the latest research concerning faith-based and quantitative factor based investing.
We accept fiduciary responsibility and uphold the Chartered Financial Analyst® (CFA®) Institutes’ Code of Ethics and Standards of Professional Conduct.
We also follow Certified Financial Planner™ (CFP®) Standards.
We regularly review our performance against benchmarks— our WI Fidelis Index as well as our peers. See our quarterly Portfolio Review & Commentary for details.
​
​
Consistent results
​
Since inception, each of our equity strategies has outperformed its respective benchmark, net-of-fees.
Our performance has been highly ranked against a universe of our peers: Morningstar®; Evestments: PSN; and Money Manager Review.
​
Our non-emotional, disciplined processes and due diligence helps us avoid the temptations to chase the latest investment fads.
​​
​
Contact us today.