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When you invest rigorously, your money works for you. 


Investment Management

[keys] to wealth creation.


As in your daily life, VALUES are important in your investment landscape. We created several impact portfolios and can also build a portfolio around your passion. Enjoy the long-term rewards offered by the capital markets through broad diversification, low-cost fund selection, and tax-efficient trading knowing that your values are part of building your future.

Call us for a Free Portfolio Assessment


Man looking up in white stairwell

Building Wealth Investing


Invest your values for wealth creation. 

We will:


  • Design and Manage Your Investment Portfolios

  • Provide Ongoing and Dynamic Monitoring

  • Communicate Frequently & Candidly


Here’s How:

We will assess your risk profile and design an investment strategy to help you reach your goals. We then construct your portfolios, taking into consideration any special circumstances (such as tax-free investing or stock option/concentrated positions). We dynamically monitor correlations and volatility, prioritizing diversification and downside protection for strong, stable returns.


Integrate Your Personal Values into Your Portfolio

with our in-house Impact Portfolio options:

Beez

         

(Environment)

 

Care

         

(SRI)

 

Shepherd

         

(Biblically aligned)

 

Maverick

         

(Disruptive Innovation)

 

WILpower

         

(Women in Leadership)

 

Atlas

         

(Locavesting)

 


Passionate about something not on the list?  

 Let's Build It!



When Community Boards Won’t Cut It

It’s Time to Get an Expert in Your Corner

If you like to DIY your investments, our fee structure doesn't get in your way! We will review your portfolio, assess your risk profile, analyze your portfolio, and test for tolerance, capacity and goal achievement. Plus, you benefit from our [KEYS] comprehensive wealth planning services.

Schedule Time to Talk

Affiliates

Custodians

We like flexibility. We know you have preferences. That’s why we work with several leading financial companies to serve as custodian, safeguarding your assets.

  • Schwab
  • TDAmeritrade
  • Fidelity

Investment Performance Portal

Capitect provides powerful portfolio management and performance reporting with dynamic, up-to-date data and charts. The easy access enables you to stay informed about your investments with views of individual and aggregate portfolios.


Document Storage Vault

NetDocuments stores your important documents in a private vault. No matter where you are, you can access this secure shared space whenever you need.


Financial Planning Portal

RightCapital is your financial plan in action. As the financial control portal, you can check account balances, budgets, loans, goals and more, all in a single glance. It enables you to see how one piece of your financial life affects the rest.



Advisors to Us

We firmly believe that outside advisors create value. It’s what we do for you. It’s what these leaders do for us.

Excited to Work Together?

Let’s Get Started