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.

How We Serve You

Retirement Plan Design & Implementation

Benefits Consulting

Investment Management

Institutional Consulting

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