Trusted Portfolio Management

Experience the confidence of turnkey investment solutions with award-winning managers.

Nuveen logo

Combining the 100+ year investment legacies of Nuveen and TIAA, Nuveen manages $970 billion in assets for a variety of investors. Their goal is to help create a secure financial future for investors across the globe.

100+ Years $970 Billion
Bob Doll headshot

Bob Doll

With over 36 years of portfolio management experience, Bob Doll is one of the most knowledgeable and respected money managers in the industry. He is currently a Senior Portfolio Manager and Chief Equity Strategist at Nuveen.

Camelot logo

Camelot pursues two primary goals: providing repeatable, consistent income and long-term compounding of capital for investors. With fund assets in excess of 400 million, they’re passionate about biblically responsible investing.

Years $400 Million 1st Percentile
Darren Munn headshot

Darren Munn

Darren Munn founded Camelot Portfolios and manages over $400 million. As of 12/31/16, the performance of his Camelot Premium Return Fund was in the 1st percentile over the trailing one and five-year periods.

Eventide logo

Eventide Asset Management, LLC seeks to provide high-performance, values-based investments for individuals, financial advisors, and institutions. Managing more than $2.1 billion in net assets, they’re a leader in faith-based and socially responsible investing.

Years $2.1 Billion
Finny Kuruvilla headshot

Finny Kuruvilla

Dr. Kuruvilla is a Founder, Portfolio Manager, and Chief Investment Officer at Eventide, as well as one of our partnering investment managers. He has nine years of portfolio management experience with an emphasis on healthcare and information technology.

Earn the respect and admiration of the industry.

We’ve partnered with many financial institutions so you can provide your clients with personalized solutions.

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Fidelity
Folio Investing
Interactive Brokers
Charles Schwab
TD Ameritrade
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