Since our founding in 2018, and throughout our careers, our Faith is the primary focus each day. For those clients where faith based screening is an important objective, we implement faith based portfolios with results for client review and audit.
Our investment team has over 20 years of financial services experience, and have navigated client portfolios through the most challenging market environments. We combine personalized client relationships with creative leadership in our efforts to obtain our clients’ objectives.
We implement a consistent value-based investment process, with use of the latest financial technologies, to produce attractive risk-adjusted returns after taxes. Our team coordinates with legal, tax and financial planning experts to provide our clients with a value-added experience.