Asset Management

Clients have access to several asset management options. The Two primary investment strategies are Dynamic Asset Allocation and Strategic Asset Allocation. Both strategies employ a diversified investment approach built around Modern- and Post-Modern Portfolio Theory for various risk tolerances, total return goals, and income needs.

Strategic Asset Allocation

Accounts are constructed for traditional conservative, moderate, or growth allocations.

Dynamic Asset Allocation

A proactive investment strategy that corresponds to changes in the economic and market cycles.

Separately Managed Accounts

Includes both stock and bond portfolios where clients own the individual positions.

Municipal Bond Strategies

Provides tax-free income with the advantage of owning individual bonds.

Guided Stock Models

Well diversified concentrated stock portfolios for either growth or income.

Values-Based Investing (VBI)

VBI investing pursues an investment policy that aligns a client’s investment objectives with their core values.

Biblically Responsible Investing (BRI)

BRI investing aligns client investments with Biblical values.

Environmental, Social & Governance Investing (ESG)

ESG investing involves environmental factors, social factors & governance factors.

Asset Mgmt Digital Brochure