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.
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!
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)).