Broker Check
Client Login

Core Competencies

Strength || Stability - Impact Investing

We provide stewardship assistance in the following areas: Investment Management and Financial Planning.

Institutional Subadvisory

Faith-Based Passive Investing for the investment management industry.* Our Principal, Carlos Lopez Jr., brings to our new firm twenty-five years of demonstrated multi-asset investment experience, including as a Lead Fixed Income ETF Portfolio Manager (PM), Equity ETF PM, Head of Trading, and Investment Committee Member.

  • Fixed Income
  • Equity
  • ETF Portfolio Construction / Management
  • SMA Model Construction / Management

*This section pertains to institutional prospective clients only

Retail Portfolio Management

We also offer Faith-Based Passive Investing to impact minded retail investors and construct our client's portfolios as determined by their Riskalyze Risk Number.

  • Bonds
  • Common Stock
  • Exchange Traded Funds
  • Mutual Funds

Financial Planning

  • Hourly or fixed fee basis
  • Goals Based Planning
  • Retirement Planning
  • Charitable Giving

Basic Estate Planning

  • Fixed fee basis
  • Coordinate documentation with estate planners and attorneys of: 

Monthly Subscription Services ('Wealth Navigator' )

We offer monthly subscription services by serving as your Wealth Navigator to help you achieve your financial goals. Let us be part of your success story!

  • Financial planning assistance at a flat rate subscription
  • Retirement readiness analysis and ongoing review
  • Ongoing investment advice for Assets Held Away
  • Gain access to easy-to-use Wealth Building Technology
  • Cancel at any time

ERISA Plan Services

Limited Scope ERISA 3(21) Fiduciary: Two Pillars may serve as a limited scope ERISA 3(21) fiduciary that can advise, help and assist retirement plan sponsors with their investment decisions (e.g. 401(k)).

  • ADMINISTRATIVE SERVICES
    • Meet with Plan Administration Committee to Review Administrative Issues
  • PLAN SERVICES
    • Provide Participant Group Educational Meetings
  • INVESTMENT SERVICES
    • Provide Investment Education to Plan Sponsor
    • Provide Investment Education to Plan Participants
    • Provide Plan Sponsor with Investment Advice 3(21)

Account Types

  • Separately Managed Accounts
  • Traditional IRA
  • ROTH IRA
  • SEP IRA
  • Non-Qualified / Individual
  • Donor Advised Funds
  • Corporate