Investment Management Services

Let us help you tune out the noise and take the guesswork out of investing. First, we assess your appetite for risk. Depending on your preference, we then recommend an evidence-based portfolio through Dimensional or faith-based investment portfolio. We seek your approval prior to investment implementation and hold your investments at a nationally recognized, independent custodian.  

For Christian or Catholic clients specifically, we adhere to socially responsible investment guidelines. Eventide, Guidestone, Ave Maria and other faith-based mutual funds present an opportunity to invest in companies whose products and practices embody positive social change.

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There are six major themes:

  1. Protecting human life

  2. Promoting human dignity

  3. Reducing arms production

  4. Pursuing economic justice

  5. Protecting the environment

  6. Encouraging corporate responsibility

 
 

Short vs. Long-Term Investing

Did you know that one of the biggest challenges of having a long-term plan is our own emotions and behaviors? Developing a great strategy is the first step towards investing success! Take this quick assessment to understand your market mindset. WorthyNest® knows your competencies when it comes to investment decisions and creates a strategy that takes both financial goals and your unique investor profile into consideration.