Values-Based Solutions for Your Organization
We help faith-driven organizations design, implement, and manage retirement plans and investments that reflect their mission and values.
Who We Serve
Endowments, Foundations, & Institutions
Endowments, foundations, and institutions that desire a values-aligned partner who will help them accomplish their mission
Churches & Ministries
Biblically-based churches and ministries that desire to make an impact in their organization, their community, and around the world
Retirement Plan Sponsors
401(k) and 403(b) plan sponsors who want to make a difference in and through the lives of their employees
Faith-Driven Approach
We align retirement plans and investment management with your organization’s values, ensuring that every dollar reflects your mission.
Comprehensive Services
From plan design and implementation to experienced investment management, we provide a full spectrum of services to help your organization thrive.
Proven Experience
We have an extensive track record serving faith-based institutions, providing tailored solutions to achieve financial goals and Kingdom impact.
Retirement Plan Design & Implementation
Benefits Consulting
Investment Management
Institutional Consulting
Ready to audit your existing programs?