Faithward Advisors provides personalized investment management and financial consulting services to individuals, families, trusts, and non-profit organizations. The firm specializes in Biblically Responsible Investing, meaning portfolios are screened to align with Christian values by excluding companies involved in sectors such as alcohol, tobacco, and pornography. Portfolio management is conducted primarily using mutual funds, exchange-traded funds, individual securities, and real estate investment trusts, often applying Modern Portfolio Theory for long-term growth. Clients can choose discretionary management, where Faithward Advisors makes trades on their behalf, or non-discretionary arrangements. In addition to managing investments directly, Faithward Advisors may recommend third-party sub-advisers, including its affiliate SevenOneSeven Capital Management. The firm also offers financial consulting covering investment allocations, estate planning, charitable giving, tax planning, and insurance analysis, as well as pension consulting services for employee benefit plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Household accounts and charity board member accounts may be aggregated to reach lower fee tiers.