Broker Check

Investment Services & Strategies

Our Investment Philosophy

We believe successful investing requires more than just performance—it requires purpose for every dollar and alignment with your goals, timeline, risk tolerance, and personal values. Most advisors chase performance. We chase purpose. Our approach combines systematic execution with deep understanding of what matters most to you.

Our Primary Purpose

Investment Planning Process

  1. Discovery - Understand your complete picture: current holdings, risk tolerance, timeline, values, and tax situation

  2. Strategy Design - Create appropriate asset allocation, select investments (including values-based options), optimize taxes, integrate with broader financial plan

  3. Implementation - Execute strategy with ongoing rebalancing, tax-loss harvesting, performance monitoring, and adjustments as needed
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Investment Management

Instead of creating portfolios to impress you with complexity, we build systematic strategies around what matters to you. Many clients come to us feeling scattered—maybe past decisions didn't work out as planned, or they're frustrated with advisors who talked over them rather than with them.

Client Centered

We create personalized portfolios designed for your specific goals while managing risk appropriately. Our customization includes:

  • Asset Allocation - Appropriate blend of stocks, bonds, and alternatives such as real estate, commodities for diversification when appropriate

  • Security Selection - Mutual funds and ETFs using active and passive strategies

  • Liquidity Management - Appropriate cash reserves for your personal situation

  • Charitable Opportunities – Tax-efficient charitable and legacy planning options

  • Ongoing Monitoring - Regular reviews and rebalancing to maintain alignment

  • Tax Optimization - Strategic loss harvesting to improve after-tax returns
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Faith-Based Investment Options

For clients who want investments reflecting biblical principles, we offer biblically responsible investing (BRI) alongside traditional strategies.

Our Primary Purpose

What is BRI?

BRI aligns your portfolio with biblical principles while maintaining competitive returns. This approach reflects faithful stewardship where every dollar has purpose that honors God and serves others.

How it works: We partner with specialized fund managers who use positive and negative screening to create portfolios aligning closely with biblical values. These managers avoid companies involved in gambling, tobacco, pornography, and activities undermining human dignity, while seeking companies demonstrating ethical leadership and positive societal contribution.

Performance: Research shows BRI delivers competitive returns. Companies practicing good governance and ethical standards often outperform over time.

Options Available:

  • Faith-based mutual funds and ETFs from specialized providers
  • Separately managed accounts with customized screening
  • Charitable giving strategies maximizing generous impact

Ongoing Evaluation: Regular review ensures holdings meet both financial objectives and stewardship principles.

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Investment Management FAQs

Q: Do biblically responsible investments perform as well as traditional investments? A: Research shows that values-based investing can offer competitive returns. Companies practicing good governance and ethical business standards are often competitive with other companies in similar market segments.* 

Q: How do you screen investments for biblical alignment? A: We select BRI options from specialized fund managers who use specific screening tools, both positive and negative, to create mutual funds and separately managed accounts that align closely with biblical principles. These managers handle the screening process using comprehensive databases and research tools.

Q: What if I want some but not all of my investments to be values-based? A: We can implement a hybrid approach where certain portions of your portfolio use values-based screening while others use traditional investment strategies. This is completely customizable to your preferences.

Q: How often do you rebalance portfolios? A: We monitor portfolios continuously and typically rebalance quarterly or when allocations drift significantly from targets, always considering tax implications.

Q: What is your investment philosophy regarding market volatility? A: We focus on long-term, systematic execution rather than trying to time markets. Our diversified approach and disciplined rebalancing help manage volatility while pursuing your goals.

Q: How do you select investments for portfolios? A: We use evidence-based analysis to select mutual funds and ETFs that align with your risk tolerance, timeline, and values. We prioritize low-cost, well-managed funds with strong track records.

Q: How often will we review my investment strategy? A: We will meet at least twice a year – once for a full review, and another to check in. In our office, we conduct formal portfolio reviews quarterly and comprehensive strategy reviews semi-annually, with additional communication as market conditions or your situation changes.
*Past performance is not a guarantee of future results

Getting Started

Whether you're interested in our systematic investment management, biblically responsible investing, or a combination approach, we're here to help you build wealth in alignment with your goals and values.

Schedule a consultation to discuss your investment objectives and learn how our approach can serve your unique situation

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