Supporting advisors in delivering solutions.
Tailored Investment Advisor Support Program
We understand that Advisors are looking for solutions to support their clients in expressing their values in their portfolios. We provide tailored support to advisors so that you can help your clients navigate value alignment.
Our partnership-based approach is designed to equip advisors to navigate faith-based investing while retaining ownership of client relationships and advice.
Customized values screening based on a broad menu of faith-aligned screens.
Research on faith-driven investment opportunities to enable advisors to recommend allocations to clients.
Faith-driven corporate engagement allows investors to exercise their influence with listed companies.