We offer investment advisory services to institutions including asset management, portfolio management, access to FFV Scorecard™ overlay, custom outsourced screening program, and proxy voting.
Asset management
We manage our FFV Scorecard ™ Strategies in separate accounts to specifically tailor all asset management.
Portfolio management
For retirement plans or institutions under $10 million, a customized approach can be developed with utilization of the FFV Scorecard™.
Access to FFV Scorecards™
We have the results of our scorecards on more than 3,000 US companies and many foreign securities. We have partnered with IW Financial, a leading provider of data, to provide this information to institutions for use in their plans.
Custom outsourced screening program
We design and develop tailored programs for institutions requiring specific screening mandates.
Proxy Voting
We can vote your proxies alongside faith-based mandates through varied existing partnerships