Asset ManagementClients 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
Dynamic Asset Allocation
Separately Managed Accounts
Municipal Bond Strategies
Guided Stock Models
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.