Over 75 years of combined investment management and trust department experience. Serving Private Individuals, Corporations, Educational Institutions and Church & Faith-Based Ministries.
The mutual fund/ETF positions are monitored regularly for performance against their benchmarks and peers for changes in management of the fund.
These portfolios are designed
with significant input from the advisor based on the clients’ risk tolerance and objectives.
We use valuable tools such as Investors Business Daily ® to research earnings and sales statistics to select the stocks, funds or ETF’s to buy or sell.
“If God be over us we must yield to Him universal obedience in all things. He must not be over us in one thing, and under us in another, but He must be over us in everything.” So, even how we choose to make money with His money is an important area of life stewardship.
– Peter Buckley, Biblically Responsible Investing Institute