Three Strategies.
One Consistent Screening Process.

Our due diligence process applies an institutional rigor and extensive list of criteria to the selection process of managers. Our fully asset allocated, risk-based portfolios offer a turn-key approach for implementing innovative solutions for your clients giving you more time to do what you do best – cultivating relationships.

Mutual Fund/ETF

Advanced analytics, institutional asset management, and impeccable biblical values.

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A flexible method for adapting to changes in market trends as they occur.

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Retirement Plan

An innovative new 401(k) solution offering BRI portfolio options.

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