Serving Private Individuals, Corporations, Educational Institutions and Church & Faith-Based Ministries.
Over 75 years of combined investment management and trust department experience.
The mutual fund/ETF positions are monitored regularly for performance against their benchmarks and peers and for changes in management of the fund.
We use valuable research tools such as Investors Business Daily ® to study fundamental and technical statistics to select stocks, funds and ETF’s.
These customized portfolios are designed to meet specific needs of a client outside of our five disciplined strategies.
“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
Where Are Woodward and Bernstein When We Need Them? This article was written by Newt