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. And as with all our services, we never process transactions without receiving your authorization first.

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.