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.
Advanced analytics, institutional asset management, impeccable biblical values.
A flexible method for adapting to changes in market trends as they occur.
An innovative new 401(k) solution offering BRI portfolio options.
A retirement plan for churches that aligns their investments with their values.