Are you ready for a different kind of conversation about investing?
Ethos Logos Investments' provides a unique balance of open architecture resources that rival the largest firms but with the personalized service and customization of a small boutique firm while remaining very competitively priced.
Our experience is in faith-based, socially responsible investing. Our mission is competence, service, and stewardship.
Third-party manager selection, negotiation, and evaluation
Custom screening
Asset allocation consultation
Investment Policy Statement development and review
Spending Analysis
403b & 401k platform with fully diversified faith-based, SRI, and traditional unscreened portfolios
Group benefit insurance brokerage