Broker Check

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

  • Goals Based Planning
  • Retirement Planning
  • 403(b)(9) Plan Advisory
  • Estate Plans
  • Charitable Giving

Account Types

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