Portfolio Sub-Advisor
Faithward Capital is a leading provider of biblically based investment strategies. The firm utilizes a team approach to provide strategic and tactical portfolio allocations. Faithward Capital uses a proprietary investment screening process that involves a series of quantitative financial and moral screens combined with research, risk management, and portfolio monitoring.
You know your clients best, and we can help you fit them into an appropriate portfolio for their time horizon and risk tolerance.
Trusted Portfolios. Responsible Investments. Faithful Fiduciaries.
OUR STRATEGIC MODELS
Conservative
Income oriented, lower volatility
Faithward Capital Conservative Allocation
Objective
The portfolio’s objective is to preserve capital and generate income through long-term investment opportunities. The portfolio seeks to achieve its objectives by investing primarily in U.S. common stocks, American Depository Receipts (ADRs), Exchange Traded Funds (ETFs), and mutual funds.
Strategy
The Conservative Allocation strategy seeks to achieve capital appreciation and income by investing in low beta, dividend paying stocks and other investment opportunities using a proprietary methodology, which seeks companies with solid financial health, rising earnings trends, reasonable valuation metrics, appropriate risk to reward attributes, and strong relative strength. The portfolio can invest in large, small, and mid-sized U.S. companies and international stocks. It invests predominantly in stocks that pay at least a 2% dividend. Investments are screened using a process where Faithward Capital seeks to avoid companies that have a negative impact on society and instead supports those that are making a positive contribution to the world in which we live.
Moderate
Growth and Income oriented, moderate volatility
Faithward Capital Moderate Allocation
Objective
The portfolio’s objective is to achieve capital appreciation and income through long-term growth and income investments. The portfolio seeks to achieve its objectives by investing primarily in U.S. common stocks, American Depository Receipts (ADRs), Exchange Traded Funds (ETFs), and mutual funds.
Strategy
The Moderate Allocation strategy seeks to achieve capital appreciation by investing in growth and income stocks and other investment opportunities using a proprietary methodology, which seeks companies with solid financial health, rising earnings trends, reasonable valuation metrics, appropriate risk to reward attributes, and strong relative strength. The portfolio can invest in large, small, and mid-sized U.S. companies and international stocks. Investments are screened using a selective process where Faithward Capital seeks to avoid companies that have a negative impact on society and instead supports those that are making a positive contribution to the world in which we live.
Aggressive
Growth oriented, higher volatility
Faithward Capital Aggressive Allocation
Objective
The portfolio’s objective is to achieve maximum capital appreciation through long-term aggressive growth. The portfolio seeks to achieve its objectives by investing primarily in U.S. common stocks, American Depository Receipts (ADRs), Exchange Traded Funds (ETFs), and mutual funds.
Strategy
The Aggressive Allocation strategy seeks to achieve maximum capital appreciation by investing in high-beta stocks and other investment opportunities using a proprietary methodology, that seeks companies with solid financial health, rising earnings trends, reasonable valuation metrics, appropriate risk to reward attributes, and strong relative strength. The portfolio can invest in large, small, and mid-sized U.S. companies and international stocks. Investments are screened using a selective process, where Faithward Capital seeks to avoid companies that have a negative impact on society and instead supports those that are making a positive contribution to the world in which we live.