Broker Check

Investment Capabilities

Our Investment Capabilities include single strategies or comprehensive portfolios. For some of our clients, we serve as the investment consultant or financial planner.  We begin with a meeting that gauges your financial situation and current strategy where we take the time to listen and understand your financial goals, needs and expectations.

We have expertise investing with faith-based and social concerns, but not all of our clients screen their portfolios.  Our first duty is as investors and fiduciaries for our clients.  We work with individuals, institutions, and advisors.