Investment Methodology

Wealth Management with Purpose

We build customized portfolios, without commissions or third-party incentives, through the use of your preferred custodian.

• Customized portfolio allocations over multiple accounts for greater tax efficiency.
• Combined performance reporting across any custodians, including 401(k)s and 403(b)s.
• Minimized expenses using ETFs (Exchange-Traded Funds).
• Values-based investments available if desired.

You’ll receive our guidance on a mix of investments suited to your goals. After implementing the portfolio - across multiple accounts, if you prefer - we can manage it through your lifetime, providing comprehensive performance reports along the way. Your underlying investment expenses are minimized by using tax-efficient exchange traded funds.

Interested in Biblically responsible and socially responsible portfolios? We can help you choose investments aligned with your values.

We take a principled approach to investing, and our portfolio construction process is driven by 10 key ideas. Download our white paper to explore the Sound Stewardship investment methodology.