Ethos Logos Investments
Institutions
Are you ready for a different kind of conversation on investing?
“Individual Christians who are shareholders and those responsible within church institutions that own stocks in U.S. corporations must see to it that the invested funds are used responsibly…their stewardship embraces broader moral concerns.” (United States Conference of Catholic Bishops, “Economic Justice for All,” 354)
Ethos Logos Investments’ provides a unique balance of open architecture resources that rival the largest firms but with the personalized service and customization of a small boutique firm while remaining very competitively priced.
Faith-Driven Investing Guided by Stewardship and Service
Our experience is in faith-based, socially responsible investing. Our mission is competence, service, and stewardship.
- Third-party manager selection, negotiation, and evaluation
- Custom screening
- Asset allocation consultation
- Investment Policy Statement development and review
- Spending Analysis
- 403b & 401k platform with fully diversified faith-based, SRI, and traditional unscreened portfolios
- Group benefit insurance brokerage
