Broker Check

Investment Portfolio Management: Social Impact Investing

SRI MISSION: SOCIAL IMPACT

Strength || Stability

Two Pillars Asset Management is pleased to offer faith-based model portfolio and sub-advisory services to the investment management industry.

We also offer screen-based investing and goals based planning to impact minded retail investors for their stewardship needs.

For God's Glory Alone...

OUR STORY

OUR STORY

Named after the two massive pillars that the wise King Solomon set before the temple he built and dedicated to the Lord Almighty in Jerusalem, he named them Jachin (God establishes) and Boaz (In God is strength); [cf. I Kings 7:21; 2 Chron 3:17]. Similarly, Two Pillars Asset Management identifies with these ancient principles in our dedicated long term investment approach. We believe portfolio strength and stability can be found in owning companies that are most aligned with eternal truths established by God as He declared in His Holy Word.

Two Pillars was founded by Carlos Lopez Jr., CKA in 2019. At that point in his career, as our Principal, he brought to our new firm twenty-five years of demonstrated multi-asset investment experience since graduating from NYU - Stern School of Business in 1994 (B.S. Finance, Economics). He has served asset managers, hedge funds, and investment banks in a variety of senior roles, including as: a Lead Portfolio Manager (PM) for a Fixed Income Exchange Traded Fund (ETF), Co-Lead PM for three Equity ETFs, Director of Trading, VP of High Yield Sales Trading, and as a Founding Member of several Investment Committees.

FIDUCIARIES

FIDUCIARIES

Core Responsibilities


Convictions

We believe that our investment philosophy provides an opportunity to serve the needs of many investors who are increasingly searching for investment portfolios that represent their worldview as they too desire to make a societal impact through their stewardship responsibilities. We also believe it is our fiduciary responsibility to understand our client's convictions, risk tolerances, and needs as we align their investment portfolios accordingly.

Risk Tolerance

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are imperative to us as fiduciaries.