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We are a fee-only advisor (Registered Investment Advisory firm)
and a team with more than half century of experience.
We would be honored to share our strategic and moral approach to faith and factor investment management. We assist
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individuals—IRAs (including rollovers) and taxable accounts
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institutions—401Ks, corporate pensions foundations
and endowments -
other non-affiliated financial advisors, including banks,
CPAs, attorneys and financial planners.
Our quarterly