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COMPETENCE. SERVICE. STEWARDSHIP.

Competence. Service. Stewardship.

Custom Screened Portfolios 

  • Starting at ~ $1 million
  • Third-Party Money Managers 

Advisory Accounts

  • Minimum $100,000
  • Catholic & Christian Portfolios
  • Fossil Fuel Free Portfolios
  • Socially & Environmentally Responsible Portfolios
  • Customization available
  • Fee charged based on assets under management
  • Fiduciary standard

Brokerage Accounts

  • Minimum $10,000
  • Custom buy-and-hold, ethically aligned portfolios
  • Mutual Funds
  • Structured Products

  • Minimum $500
  • Professionally managed. tactical portfolios
    • No socially responsible or faith-based options at this time.
  • 100% online. Seamless. Simple. (click the logo to get started)

Fee-Based Financial Planning

  • Utilizing MoneyGuide Pro with MX Integration
  • $2,500 with discounts available for advisory clients

Annuities & Life Insurance

  • Insurance brokerage
    • Shop the market with one point of contact
  • Catholic Order of Foresters
    • Fixed Annuities
    • Term, Whole Life, Universal Life

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