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