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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—
individuals—IRAs (including rollovers) and taxable accounts
institutions—401Ks, corporate pensions foundations
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.
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.
August 5, 2022 - Highest Morningstar Rating Continues for WI Fidelis 10-year and Overall risk-adjusted performance
February 11, 2022 - 10-year performance & 4-star Morningstar Overall rating for faith- & factor-based WI Fidelis
November 5, 2021 - Faith- & factor-based WI Fidelis receives 4-star Morningstar Overall rating 23/28 quarters
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