The new Advisor Center provides a suite of tools intended to help professionals differentiate their practices in a growing niche market. Key features include a portfolio screener for assessing exposure to harmful products, a client portfolio builder for streamlined workflows, and a repository of marketing materials focused on faith-based investing. According to Michael Schnackenberg, Head of Distribution, the platform aims to capture the momentum of investors seeking to integrate their spiritual convictions with their financial strategies.
Beyond technical analysis, the hub offers educational resources and presentations to facilitate discussions regarding stewardship. CEO Robin John described the management of capital as a high calling, noting that the firm intends to serve as a partner for advisors who prioritize integrity alongside performance. The platform is currently accessible via web and mobile application, consolidating resources that were previously fragmented to support advisors in deepening their client relationships.




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