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