Strength || Stability - Impact Investing
We provide stewardship assistance in the following areas: Investment Management and Financial Planning.
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.
*This section pertains to institutional prospective clients only
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.