Our investment team collaborates with your advisor to determine the appropriate investment solution for your financial strategy and goals.

Explore Our Portfolios

A range of diverse, professionally managed portfolios to meet your unique objectives, risk tolerance, and values.

Every portfolio is constructed, managed, and monitored by our investment committee. We believe in using a disciplined approach to design diversified portfolios that seek to achieve your short and long term financial goals. 

You receive:

• Global diversification across a range of asset classes
• Ongoing investment monitoring and systematic rebalancing to keep your portfolio on course
• Dynamic risk management strategies that seeks to minimize the negative effects of market downturns
• Transparent reporting to easily view your holdings and performance

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This portfolio is a model and is meant to serve as an illustrative example. ​Your portfolio will be specific to your life event goal and investor personality.

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Portfolio Series

Each of our series offers a Conservative; Moderately Conservative; Moderate; Moderately Aggressive; Aggressive portfolio.  Portfolios can be customized upon request. 

CORE Series

Goal oriented, globally diversified portfolios that seek to specific long term investment objectives based on your time frame and risk tolerance.

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income series

Globally diversified portfolios that seek to deliver either capital preservation and/or current income with a secondary focus on capital appreciation.

ESG Series

Goal oriented, globally diversified portfolios that invest in funds with positive environmental, social, and corporate governance characteristics. Allows you to align your investment with your values.

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bri Series

Biblically responsible investments. Goal oriented, globally diversified portfolios that invest in companies that align with biblical values.

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