Our Culture

Every company has core values — but what’s more important is whether those values translate to something tangible. Here are some practical examples illustrating how who we are shapes what we do:

Belief

  • We give away 25% of all company profits, with no strings attached

  • We holistically prioritize Christian values — not just by how we treat people, but by our very financial strategies & investment decisions

  • We identify and partner with businesses creating true value, i.e., businesses that mutually benefit owners, employees, vendors, customers, and society at large

  • We absolutely will not invest in companies that demonstrate a negative impact to owners, employees, vendors, customers, or society at large, Our conviction is beyond merely ‘avoiding sin stocks’ or trusting an ESG score

  • We champion stewardship in the lives of our clients, knowing that money is ultimately not ours to keep 

Integrity

  • We charge no commissions or markup transaction fees; we don’t sell any financial products and we don’t have hidden fees

  • We require no account minimums, and we offer no preferential treatment based on clients’ financial means or socioeconomic status

  • We operate as a fiduciary, meaning we are legally obligated to serve clients’ best interest above and before the company’s

  • We have no parent company, meaning no sales quotas and no external incentives to recommend one investment vehicle over another

  • We communicate very transparently, and in layman’s terms — we don’t have fine print

  • We work for the client, not the other way around

Action

  • We engage in hands-on, in-house portfolio management specifically and uniquely for each client — we don’t place block trades, and we never lump clients into groups

  • We manage clients’ investments daily, targeting opportunities with potential to outperform industry benchmarks and catalyze positive transformation in our world

  • We constantly research the ever-evolving economic landscape, expanding the skillsets and knowledge base by which we serve our clients

  • We actively manage risk — scaled to fit each client’s goals & tolerance. Nothing is cookie-cutter around here

  • We let our performance do the talking

Relation

  • We allow client relationships to form genuinely and organically, on our client’s terms & in our client’s timing. We don’t make sales calls, we don’t ask for referrals, we don’t do prospecting, and we don’t do sales training

  • We limit our advisors to a maximum of 150 households in order to ensure clients are authentically, personally known. Clients are never viewed as a number on a screen

  • We provide clear, easy access for one-on-one conversations as frequently as clients wish

  • We communicate regularly & frequently to clients about their investments and our outlook 

  • We hold ourselves personally responsible for every single decision regarding every single client investment — we are not sales reps

  • We genuinely care about our clients, cherishing the trust required for a healthy a money-management relationship, and taking the weight of our fidelity seriously

Sound like your kind of firm? Then let’s get to work