Generosity = Time, Talent, Treasure
"And whoever gives one of these little ones even a cup of cold water because he is a disciple, truly, I say to you, he will by no means lose his reward." -Matthew 10:42
Operating in an industry where success is regularly measured by accumulation of wealth can distract us from what truly matters. We believe that generosity should be a regular and intentional part of an investor's journey. We are all called to be generous givers, and our experience is that there is great joy to be had from holding money with an open hand.
By offering investment solutions and expertise that allow investors to leverage their wealth for generosity, we aim to give all clients the opportunity to experience the joy that comes from generosity.
Our team is also committed to leading by example when it comes to generosity. We encourage employees to give personally by offering a gift matching program, we direct a portion of our profits to non-profits that we support, and we encourage staff to donate their time and talent through local volunteer opportunities.