Investment Strategies Based on Christian Values
We plan and execute sound investment management strategies and financial planning aimed at enriching your life. We follow a strict selection process based on short‐term performance to build and proactively manage investment accounts around the following biblical values: stewardship, diversification, saving, goals, and generosity. Our comfortable, independent firm, combined with Charles Schwab as custodian, creates a strong but personal environment for managing your assets. Come in and meet us for a no-cost and no-obligation initial conference.
Ideal Client: Our best client relationships are with those with investable assets between 250K and 5 million who are looking for investment and planning help centered around finding God’s best for their life. Our casual office environment connects with those looking for simple solutions and connected relationships.