Investment Management Services
Do you ever wonder …
Which accounts are best suited to reach my family’s goals?
What’s the ideal balance of pre-tax, after-tax, and taxable investment accounts?
How much risk should I be taking as retirement approaches?
Is there anything I can do to align my Christian or Catholic faith with investing decisions?
Is investing in cryptocurrency worthwhile?
Let us help you take the guesswork out of investing.
First, we assess the level of risk you are comfortable taking. Then, we recommend a faith-aligned investment portfolio or a traditional one through Dimensional Fund Advisors. We seek your approval before making any trades and hold your investments at a tech-forward, independent custodian.
We’ll consider external investments held in employer-sponsored plans like 401(k)s or 403(b)s within the overall investment plan. However, you’ll handle individual sales and purchases directly for those external accounts.
We adhere to socially responsible investment guidelines in the faith-aligned portfolios. Eventide, Guidestone, CBIS, and other mutual funds present an opportunity to invest in companies whose products and practices embody positive social change.
There are six major themes:
Protecting human life
Promoting human dignity
Reducing arms production
Pursuing economic justice
Protecting the environment
Encouraging corporate responsibility
Short vs. Long-Term Investing
Did you know one of the biggest challenges of having a long-term plan is our own emotions and behaviors? Developing a great strategy is the first step towards investing success! Take this quick quiz to better understand your investing mindset.