Broker Check

Institutions

We offer investment advisory services to institutions including asset management, portfolio management, access to FFV Scorecard™ overlay, custom outsourced screening program, and proxy voting.

Asset management

We manage our FFV Scorecard ™ Strategies in separate accounts to specifically tailor all asset management.

Portfolio management

For retirement plans or institutions under $10 million, a customized approach can be developed with utilization of the FFV Scorecard™.

Access to FFV Scorecard™

We have the results of our scorecards on more than 3,000 US companies and many foreign securities.

Custom outsourced screening program

We design and develop tailored programs for institutions requiring specific screening mandates.

Proxy Voting

We can vote your proxies alongside faith-based mandates through varied existing partnerships.