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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Our investment strategies are offered through personalized separate accounts and now, we also manage an institutional Index based on our Fidelis methodology. Please see WIFidelisIndex.com for more information. 

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