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

  • 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)).

    • Meet with Plan Administration Committee to Review Administrative Issues
    • Provide Participant Group Educational Meetings
    • 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
  • Non-Qualified / Individual
  • Donor Advised Funds
  • Corporate