Login   Join Now  

Partners

Premier Corporate and Ministry Partners are a select group of businesses and ministries that are investing in the vision and mission of Kingdom Advisors at the highest level.

Img Logo Advisor Serve 665X300

AdvisorServe

Premier Corporate Partner

Effectively matching the needs and expectations of clients with an advisor’s strengths and business platform can be difficult. AdvisorServe serves advisors who want to fill the gaps that exist in this critical balance of needs and services. We give you the intellectual capital, access, and pricing information you need to address critical life insurance issues with your clients. This capability often begins with advanced planning considerations, then addresses product selection, and finishes with product acquisition at the best possible pricing.

Click here to visit AdvisorServe

img logo Ameriprise 665x300

Ameriprise Financial

Premier Corporate Partner

As one of America's leaders in financial planning, our success is built on an unwavering dedication to clients and unmatched support for advisors. In fact, supporting our advisors and our clients isn't part of our business, it's our only business. We have been helping people feel confident about their financial future since 1894. With outstanding asset management, advisory and insurance capabilities and a nationwide network of financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. At Ameriprise, our advisors have the tools, resources and support they need to grow – that's why more than 2,000 advisors have joined us since 2008. To learn more, visit joinameriprise.com/why or call 800.770.5092. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC.

  • Ameriprise Financial provides financial services without regard to religious affiliation or cultural background.
  • Ameriprise Financial is not affiliated with Kingdom Advisors, Inc. or any particular religion, faith or creed.
  • Ameriprise Financial welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without any regard to any religious affiliations.

Click here to visit Ameriprise Financial

img logo camelot 665x300

Camelot Portfolios

Premier Corporate Partner

Camelot Portfolios is excited about the ongoing partnership with Kingdom Advisors because it allows us to work alongside like-minded professionals to advance God's kingdom in new and exciting ways. Whether it is a Christ-centered client engagement, or a portfolio of Biblically Responsible Funds, the Kingdom Advisors community offers the support required for our team to deliver a more comprehensive client experience that honors God.

Click here to visit Camelot Portfolios

Img Logo Cncf 665X300

Canadian National Christian Foundation

Premier Corporate Partner

From the simplicity of the Giving Fund to the multiplying power of Asset-Based Giving, our creative solutions help givers experience less paperwork, fewer taxes, more joy, and more impact for the charities they care about most. At CNCF, we also serve professional advisors and ministries and churches in exciting ways. The result? Since 2002, we’ve sent more than $25 million in grants to Christian charities.

Click here to visit Canadian National Christian Foundation

img logo Eventide 665x300

Eventide Funds

Premier Corporate Partner

Eventide seeks to impact the kingdom by integrating the greatest commandment of loving neighbor into our investment process. We seek to invest into companies that are creating blessing for their business stakeholders, including customers, employees, and society. Further, we are committed to giving over 25% of profits to charities and ministries.

Click here to visit Eventide Funds

img logo FamilyLegacy 665x300

Family Legacy

Premier Corporate Partner

Family Legacy Missions International exists to connect American families with the orphaned and vulnerable children of Zambia to proclaim the gospel, transform lives and rescue orphans. We accomplish our mission through our three main ministries: Camp LIFE, Father’s Heart and Tree of Life. Camp LIFE proclaims the good news of the gospel to Zambian children by facilitating American families coming for a week to serve as “camp counselors” to the orphans of Zambia. The Father’s Heart Child Sponsorship Program transforms the lives of Zambia’s orphaned and vulnerable children by meeting comprehensive needs to facilitate lasting change, specifically by providing a private, Christian education. The Tree of Life Children’s Village rescues children from severe cases of abuse and poverty by placing them in a safe environment where intense love and counseling can bring healing and restoration to their shattered lives.

Click here to visit Family Legacy

img logo NCF 665x300

National Christian Foundation

Premier Corporate Partner

From the simplicity of the Giving Fund to the multiplying power of Asset-Based Giving, our creative solutions help givers experience less paperwork, fewer taxes, more joy, and more impact for the charities they care about most. At NCF, we also serve professional advisors and ministries and churches in exciting ways. The result? Since 1982, we've sent more than $6 billion in grants to over 40,000 charities around the corner and around the world.

Click here to visit National Christian Foundation

Img Logo Ron Blue Institute2016 665X300

Ronald Blue & Co.

Premier Corporate Partner

Founded in 1979, Ronald Blue & Co. is one of the largest independent fee-only wealth management firms in the United States with more than $6.5 billion of assets under management, a network of 13 branch offices, serving 7,000 clients through four distinct divisions.* The firm provides comprehensive financial strategies based on biblical wisdom designed to enrich the lives of clients across the wealth spectrum in these key areas: financial, retirement, estate, and trust planning, investment management and solutions, family office services, philanthropic counsel and strategies, business consulting, institutional client services. *As of 12/31/15 and subject to change

Click here to visit Ronald Blue & Co.

Img Logo Dave Ramsey Smart Vestor 665X300

SmartVestor

Premier Corporate Partner

Millions of people have changed their lives—and their legacies—by applying Dave Ramsey’s biblically-based financial principles. SmartVestor is a marketing service launched by Ramsey Solutions that helps motivated investors across the country find trustworthy financial professionals in their area. SmartVestor Pros provide individuals with investing guidance and assistance, and most importantly, hope for their futures

Click here to visit SmartVestor

img logo thirvent 665x300

Thrivent Financial

Premier Corporate Partner

Thrivent Financial believes there is an opportunity for a Christian financial planning community, which holds a belief that all we have is a gift from God and that Biblical principles are core to wise planning. Together with Kingdom Advisors we can grow thousands of advisors that will have a profound and positive impact on our country. By connecting our two organizations' expertise and resources, we're able to accelerate the speed of this emerging niche within the financial industry.

Click here to visit Thrivent Financial

img logo Vident 665x300

Vident Financial

Premier Corporate Partner

Vident seeks to serve the women and men of KA (and your clients) by creating investment solutions firmly rooted in time-tested economic and investment principles. Our strategies are completely transparent because we want investors to see where many of their convictions intersect with our own. This not only helps clients better understand how their investment decisions are being made, but they often strongly agree with the types of research we're measuring within the strategies. And we respect people's different convictions, so we also offer optimized portfolios of our principled investments within SMAs / UMAs for those clients interested.

Click here to visit Vident Financial

Kingdom Advisors Corporate and Ministry Partners are committed to advancing the work of Kingdom Advisors by their investment in the vision and mission of the organization.

img logo EpiphanyFunds 665x300

Epiphany Funds

Corporate Partner

Epiphany Funds is a faith-based mutual fund company dedicated to "Investing With Purpose." Every mutual fund within our trust holds investments that have been screened using our proprietary Faith and Family Values Scorecard, which is built upon USCCB and BRI investment guidelines. We believe that "Investing With Purpose" enables investors to feel confident that their investment dollars are in line with their personal moral and ethical beliefs and not furthering causes that are outside of the scope of their intended purpose. We firmly believe in shareholder advocacy and therefore are actively involved in proxy voting and management discussions. We offer both mutual funds and separately managed accounts. Currently, our funds include FFV Fund (large-cap value), FFV Latin America, and FFV Strategic Income (intermediate bond).

Click here to visit Epiphany Funds

Img Logo Ever Source 665X300

EverSource Wealth

Corporate Partner

EverSource Wealth Advisors is an innovative new platform for Christian financial advisors seeking the freedom and benefits of independence. Wealth advisors and firms will be part of a like-minded community, serving clients with excellence from a biblical worldview and enabling their clients to match their values with their investments to impact the world for Jesus Christ. EverSource Wealth Advisors offers a proven business model to equip financial advisors for success with all the resources of industry- leading custodians, a broker-dealer, and investment managers. Services include thoughtful compliance oversight and support, business transition consulting, practice management consulting, a complete state-of-the-art technology suite, as well as comprehensive financial planning services and boutique asset management capabilities.

Click here to visit EverSource Wealth Advisors

img logo GuideStone 665x300

GuideStone Funds

Corporate Partner

GuideStone Funds is honored to partner with Kingdom Advisors because we both share a passion for helping Financial Advisors be strong Ambassadors for Christ in their role as trusted counselors for so many families. GuideStone Funds offers the nation's largest Christian-screened mutual fund family. Our partnership with KA allows us to share our story more meaningfully with those who are seeking to make a great impact for the Kingdom.

Click here to visit GuideStone Funds

Inspire

Corporate Partner

Inspire is a low cost, high impact, biblically responsible investing service backed by academic research that delivers the largest selection of biblically responsible investments available in one place, all at a price up to 48% less expensive than the average mutual fund.

Click here to visit Inspire

Img Logo Lpl 665X300

LPL Financial

Corporate Partner

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $486 billion in advisory and brokerage assets as of May 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $121 billion in retirement plan assets, as of March 31, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL is honored to partner with Kingdom Advisors.

Click here to visit LPL Financial

img logo PraxisEverrence 665x300

Praxis Mutual Funds

Corporate Partner

As people of faith, we need to be just as concerned about the impact of our investments on others as we are about the financial returns we receive. Praxis Mutual Funds and Kingdom Advisors can work together to help advisors and clients approach their financial decisions in ways that are motivated and informed by our faith convictions – and that balance faith and financial considerations.

Click here to visit Praxis Mutual Funds

Img Logo Steward Mutual2016 665X300

Steward Mutual Funds

Corporate Partner

Both Steward Mutual Funds and Kingdom Advisors serve the same target audience of Christian financial advisors who seek to honor God through their profession on a daily basis. The Steward Funds allows these advisors the opportunity to serve the rapidly growing number of investors seeking competitive investment returns without compromising their personal convictions. Steward Mutual Funds and Capstone's decade long relationship with Kingdom Advisors has allowed us unparalleled access to serve faith based advisors and their clients.

Click here to visit Steward Mutual Funds

img logo TimothyPlan 665x300

Timothy Plan

Corporate Partner

Timothy Plan is strategically aligned with Kingdom Advisors to help Christian financial advisors combine their passion for serving the Lord and their desire to serve their clients well. Our investment strategy combines years of investment experience with a commitment to investing in a biblically responsible manner. All of our investments are screened according to eight faith-based and social screens.

Click here to visit Timothy Plan


Img Logo Thrivent Mutual 665X300

Thrivent Mutual Funds

Corporate Partner

Thrivent Mutual Funds is proud to partner with Kingdom Advisors to help support financial advisors and their clients who believe in integrating faith and finances. We are sponsored by Thrivent Financial, a not-for-profit fraternal benefit organization helping Christians be wise with money and live generously. When you invest with Thrivent Mutual Funds, you’ll benefit from the expertise of our more than 100 investment professionals, the competitive performance of our actively managed mutual funds, and the independence and long-term view we enjoy as a privately-owned firm.

Click here to visit Thrivent Mutual Funds

img logo PacificFinancialGroup 665x300

The Pacific Financial Group

Corporate Partner

The Pacific Financial Group is an asset management firm founded in December of 1984 based in Bellevue, Washington. We have been in business and managing money for 30 years with two (of our seven) managed strategies going back the entire 30 years. In addition to our full lineup of traditional money management offerings including SMAs and Managed Portfolios, we have made a name for ourselves with our abilities to add value to reps and clients where other managers cannot; most notably our capabilities in the VA and participant retirement spaces.

Click here to visit The Pacific Financial Group

Img Logo Victory Capital Cemp 665X300

Victory Capital

Corporate Partner

CEMP is a strategic beta manager, based in Brentwood, Tennessee. CEMP, formerly Compass EMP, offers rules-based investment strategies that combine fundamental criteria with volatility weighting to seek to improve an investor’s ability to outperform traditional indexing strategies. CEMP is a Victory Capital investment franchise. In addition to its family of 10 ETFs, CEMP offers 18 mutual funds. For more information, please visit www.cempfunds.com.

Click here to visit Victory Capital

Img Logo Wise Wealth 665X300

Wise Wealth

Corporate Partner

Our goal is to edify and equip Kingdom-minded advisors. We do this by providing marketing, practice management, and business development support with a Biblical worldview. We are in essence a Christian "agency development organization.” (or IMO). We also have a complete Turn-key BRI platform that is easy to use and implement with asset allocation models that have been screened for Biblically Responsible Investing.

Click here to visit Wise Wealth

R3 Coaching

Corporate Partner

Developed by Paul Anthes, a successful Christian financial advisor with more than 25 years of experience, the R3 Coaching Program will help you clearly design and pursue your Preferred Future. You will be equipped with the practical tools to strategically focus your time and to develop a purpose-driven infrastructure that maximizes business growth and work-life balance. Click here to visit R3 Coaching

Kingdom Advisors Corporate and Ministry Partners are committed to advancing the work of Kingdom Advisors by their investment in the vision and mission of the organization.

Img Logo American Bible Society 665X300

American Bible Society

Ministry Partner

American Bible Society has been working for 200 years to make the Bible available and alive to people who need to experience its life-changing message. Throughout its history, American Bible Society has worked to break down barriers that keep people from being transformed by Scripture. From our headquarters in Philadelphia, we link arms with partners to help people in America engage more regularly with God’s Word, and to make the Bible available and alive in communities around the world.

Click here to visit American Bible Society

img-logo-Compass-665x300

Compass

Ministry Partner

Compass is a worldwide non-profit interdenominational ministry that teaches people of all ages how to handle money based on the principles of the Bible. Compass serves churches, businesses, ministries, schools and other organizations by providing biblically-based solutions on handling money and possessions. Their experience and services include: 1. Leading globally with over 35 years of world wide service. 2. Bringing awareness to the 2350 verses in scripture dealing with money and possessions. 3. Equipping your organization with practical tools that open hearts to the transformation that can only come from God's Word. 4. Assessing your organization's needs through our experienced field team members to serve everyone in your organization, regardless of their age or financial position. 5. Discovering what God wants for the people in your organization, while not expecting anything from you.

Img Logo Compass Ca 665X300

Compass Canada

Ministry Partner

Compass is a worldwide non-profit interdenominational ministry that teaches people of all ages how to handle money based on the principles of the Bible. Compass serves churches, businesses, ministries, schools and other organizations by providing biblically-based solutions on handling money and possessions. Their experience and services include: 1. Leading globally with over 35 years of world wide service. 2. Bringing awareness to the 2350 verses in scripture dealing with money and possessions. 3. Equipping your organization with practical tools that open hearts to the transformation that can only come from God’s Word. 4. Assessing your organization’s needs through our experienced field team members to serve everyone in your organization, regardless of their age or financial position. 5. Discovering what God wants for the people in your organization, while not expecting anything from you.

Click here to visit Compass Canada

img logo RonBlueInstitue-Devoe 665x300

DeVoe School of Business

Ministry Partner

The DeVoe School of Business at Indiana Wesleyan University offers undergraduate and graduate degrees in business for working adults. An innovative new MBA degree program has just been created, providing Kingdom Advisors who have the CFP designation the opportunity to complete an MBA by simply taking an additional 7 graduate courses either online or in Indiana. Many other graduate options are also available in accounting, management, human resource management, business administration and healthcare administration. Indiana Wesleyan University is a Christ-centered academic community committed to changing the world by developing students in character, scholarship, and leadership.

Click here to visit Indiana Wesleyan/DeVoe School of Business

img logo GenerousGiving 665x300

Generous Giving

Ministry Partner

Generous Giving has partnered with Kingdom Advisors since its very beginning in two major ways. First, we help KA accomplish its mission by helping impact the hearts and minds of its members around generosity. Many members have attended an overnight retreat called a Journey of Generosity (JOG) and have been significantly personally impacted as a result. Second, Generous Giving provides challenging but neutral, solicitation-free environments where KA members can impact their churches and clients with the generosity message, adding value to their practice while making a Kingdom impact at the same time.

Click here to visit Generous Giving

img logo Halftime 665x300

Halftime Institute

Ministry Partner

The Halftime Institute has partnered with Kingdom Advisors on several levels for many years and the alliance has proven to be one of our most beneficial. We are pleased to provide content each year for KA initiatives and be a resource to its members via our programs, books and events. For the last decade, we have served not only clients of KA members, but the advisors themselves as we teach, coach and connect them to the calling God has prepared in advance for them (Ephesians 2:10).

Click here to visit Halftime Institute

Img Logo Hope Park 665X300

Hope Park

Ministry Partner

The mission of Hope Park is to build a memorial park as a beautiful tribute to acknowledge that over 50,000 lives were lost to the choice of abortion. It is through the rebuilding of this site which was once known for death of life, can now be recognized as a place that values life, that lives to mothers and fathers of these unborn babies can be healed, restored, and given peace. More importantly, Hope Park, will be a place that affirms the value, dignity, and beauty of every human life as precious and valuable.

Click here to visit Hope Park

img logo HelpingHands 665x300

Helping Hands Ministries

Ministry Partner

Since Kingdom Advisors inception, Helping Hands has been a financial partner helping advisors and their clients to give well to individuals in need.

Click here to visit Helping Hands Ministries

img-logo-InternationalJusticeMission-665x300

International Justice Mission

Ministry Partner

Violent oppression is a daily reality for hundreds of millions of the global poor. The mission of International Justice Mission is to protect the poor from violence by rescuing victims, bringing the criminals to justice, restoring survivors to safety and strength, and helping local law enforcement build a safe future that lasts. IJM also seeks to create sustainable change by mobilizing the global church to bear witness to God's great love and His passion for justice. Our vision is to rescue thousands, protect millions, and prove that justice for the poor is possible.

img logo OpportunityInternational 665x300

Opportunity International

Ministry Partner

On the development side of Opportunity International, we have a responsibility to help our donors manage their resources in a way that is pleasing and honoring of the Lord. In their giving, we want to offer biblical counsel and prayer support as they seek spiritual guidance, discernment and leading. In their times of meditation and reflection, we want to foster hearts of gratitude and joy as we celebrate with them the difference they are making by God's grace. I can think of no better partner than Kingdom Advisors in equipping us to fulfill such an important calling.

Click here to visit Opportunity International

Img Logo Ron Blue Institute2016 665X300

Ron Blue Institute

Ministry Partner

The mission and vision of the Ron Blue Institute for Financial Planning aligns well with that of Kingdom Advisors. Both organizations are committed to changing the way people think, act, and communicate aboutmoney by offering tools, education and training, and thought leadership in the field of biblical financial wisdom. As the Institute serves the needs of academic institutions and the students therein, it is raising up a future generation of potential Kingdom Advisors who are passionate about this topic. The Ron Blue Institute appreciates its partnership with Kingdom Advisors due to the mission alignment of the two organizations and because of the collaborative synergy that exists between them in serving a common cause.

Click here to visit Ron Blue Institute

img logo WorldHelp 665x300

World Help

Ministry Partner

World Help believes that our partnership with Kingdom Advisors is a valuable resource in their mission to engage in high-impact influence with their clients. As a faith-based humanitarian organization, we serve the physical and spiritual needs of people in impoverished and unreached communities around the world through our global initiatives. We believe that all people matter to God. Together, World Help and Kingdom Advisors can be the hands, feet, and heart of Jesus to do the impossible—restoring lives…transforming communities…and doing something that will last for eternity.

Click here to visit World Help

img logo WorldVision 665x300

World Vision

Ministry Partner

World Vision is a Christian humanitarian organization dedicated to working with children, families, and their communities worldwide to reach their full potential by tackling the causes of poverty and injustice. The World Vision Advisors Network is a network of attorneys, accountants, and financial professionals who are supportive of World Vision and include charitable planning as part of the expertise and advice they provide their clients. We partner with our members to provide charitable gift planning goals and high impact giving opportunities for their clients.

Click here to visit World Vision

img logo wycliffe 665x300

Wycliffe Foundation

Ministry Partner

Kingdom Advisors has become an important strategic partners for Wycliffe Bible Translators Foundation. With a focus on Christian professionals involved in financial advising, professional accounting and legal counsel, Kingdom Advisor members have an affinity to the work of the Church and a deep desire to serve their clients and donors accordingly. Because the mission of Wycliffe Foundation is to provide professional, donor-centered gift-planning services, helping people use their God-given assets to impact His kingdom through Bible translation, Wycliffe believes its donor-centered approach links with Kingdom Advisors in a God-honoring way.

Click here to visit Wycliffe Foundation

Corporate and Ministry Resource Partners are businesses and ministries that support Kingdom Advisors through an entry-level partnership.

Img Logo 100 Fold 665X300

100 Fold Studio

Resource Partner

100 Fold Studio is a career discipleship program that provides high-quality, affordable design services for Christian ministries and nonprofits. We train, equip and send Millennial architects and professionals to design places that are safe, efficient and inspiring to demonstrate the love of Jesus in areas of the world with few Christians. We design facilities and campuses that multiply the capacity of strategic organizations to provide life-changing services and convey the God-given worth of individuals.

Click here to visit 100 Fold Studio

Img Logo Aig 665X300

Answers in Genesis

Resource Partner

Answers in Genesis is an apologetics ministry, dedicated to helping Christians defend their faith and proclaim the gospel of Jesus Christ effectively. We focus on providing answers to questions about the Bible—particularly the book of Genesis—regarding key issues such as creation, evolution, science, and the age of the earth. The Answers in Genesis ministry features two great destinations – The Creation Museum and Ark Encounter. The state-of-the-art Creation Museum allows you to venture through biblical history, stunning exhibits, botanical gardens, planetarium, petting zoo, zip line adventure course, and much more. This 75,000-square-foot facility has welcomed over 2.5 million guests since opening in Petersburg, Kentucky. Ark Encounter features a full-size Noah’s Ark, built according to the dimensions given in the Bible. Spanning 510 feet long, 85 feet wide, and 51 feet high, this modern engineering marvel amazes visitors young and old. Ark Encounter is situated in the beautiful Williamstown, Kentucky, halfway between Cincinnati and Lexington on I-75. From the moment you turn the corner and the towering Ark comes into view, to the friendly animals in the zoo, to the jaw-dropping exhibits inside the Ark, you’ll experience the pages of the Bible like never before.

Click here to visit Answers in Genesis

img logo AveMaria 665x300

Ave Maria Funds

Resource Partner

We are America's largest Catholic-oriented mutual fund family. Ave Maria Mutual Funds are designed specifically for serious long-term investors who want to practice morally responsible investing. Our pro-life and pro-family approach eliminates companies that conflict with teachings of the Catholic Church. The Fund family consists of six diversified funds. Smart Investing and Catholic Values.

Click here to visit Ave Maria Funds

img logo CrossInternational 665x300

Cross International

Resource Partner

Cross International is a Christian ministry that serves the poorest of the poor internationally. Rather than create new institutions to distribute aid, we support existing church-based ministries that are already serving the poor. In addition to being the most cost-effective way of helping the poor, empowering these ministries allows us to support the Church’s spiritual mission and its important position of leadership in poor communities. Last year, we provided more than $85 million in total aid to the poor, through 89 ministries in 22 countries. Our funds are used for feeding, water, orphans, medicine, education, housing, microenterprise and disaster relief.

Click here to visit Cross International

img logo FlexiblePlan 665x300

Flexible Plan Investments

Resource Partner

Since 1981, Flexible Plan Investments, Ltd., a Michigan-based, federally registered investment advisor, has created separately managed accounts of mutual funds for investors. From the beginning these accounts have been actively and tactically managed, focused on preserving and growing capital through risk management. In 2011, Flexible Plan applied its quantitative methodology to choose Christian-based mutual funds from those approved by the eVALUEator software. Why simply choose a Biblically Responsible mutual fund when you can have a risk managed, Christian-based investment strategy

Click here to visit Flexible Plan Investments

img logo FolioInstitutional 665x300

Folio Institutional

Resource Partner

Folio Institutional is a leading custody and portfolio management service provider. By delivering innovative investment solutions to financial professionals and institutions nationwide, we make it easy to manage thousands of accounts and implement diversified investment strategies with just a few clicks, service smaller accounts cost effectively and in the same manner as large accounts, and fully integrate billing, performance reporting and other value added services. Beyond advanced brokerage, custody and clearing services, Folio Institutional also runs a state-of-the-art web-based private placement and public offering platform for capital raises, and maintains a variety of alternative trading systems for secondary markets trading of listed and unlisted securities.

Click here to visit Folio Institutional

img logo HodgesCapital 665x300

Hodges Capital

Resource Partner

Hodges Capital is an investment advisory firm located in Dallas Texas managing assets for institutions, endowments, family offices, and individuals. Hodges Capital is also the advisor to seven mutual funds and strategies. Hodges Capital was founded in 1989 by Don Hodges.

Click here to visit Hodges Capital

Img Logo Institute Wealth Advisors 665X300

The Institue for Wealth Advisors

Resource Partner

The Institute for Wealth Advisors, Inc., a SEC Registered Investment Advisor, along with its affiliates Institute for Wealth Management, LLC, www.instituteforwealth.com and Institute for Wealth Partners, Inc. are all wholly-owned subsidiaries of Institute for Wealth Holdings, Inc., which is more than 70% owned by our Associates and Advisors. Our Mission: "Empowering Trusted Advisors." Our client is You – the Advisor. We encourage our Advisors to apply biblical wisdom in their practice and to operate with the highest levels of integrity and competency. 

Click here to visit Institute for Wealth Advisors

img logo JamesInvestment 665x300

James Investment Research

Resource Partner

Our vision is to be recognized as the best investment firm in the United States. By striving to follow God Honoring Principles, we will spearhead a dramatic improvement in the reputation of our industry.

Click here to visit James Investment Research

Img Logo Keir 665X300

Keir Educational Resources

Resource Partner

Keir Educational Resources publishes and distributes a wide variety of study media for state insurance licensing, securities licensing, and professional designations, such as CFP®, CLU®, ChFC®, CPCU, and ARM. NEW! With the Ron Blue Institute at Indiana Wesleyan University, we now offer a faith-based CFP® Certification curriculum that covers all topics in the CFP® Certification Exam Topic Outline. Stop at booth 37 to see our 2017 Keir & RBI Financial Planner Reference Guide for Christian advisors.

Click here to visit Keir Educational Resources

Img Logo Kindred Ca 665X300

Kindred Credit Union

Resource Partner

Do your values guide everything you do?  Do you want to share, save, and spend your money in connection with your values?  If this sounds like you, then we just might be the financial partner you¹re looking for! Our credit union¹s values-centred approach is woven into everything we do and makes us the one-of-a-kind choice for people across Ontario who want to connect their values and faith with their finances. Kindred has eight full-service branches in Southwestern Ontario offering a complete range of banking, investing, and borrowing products and services. We can do everything that a bank does ­ all with values at the core. Kindred has been in the making for over 50 years and it all began when a group of Mennonites had a radical vision to see mutual aid put into faithful practice ­ extending access to financial services across our community.  That vision is lived out today through our innovative and impactful products, services, and programs. While our roots are in the Mennonite community, we¹re open to all those who want to experience Banking with Purpose.  Whether that purpose is faith-inspired or rooted in values, more and more people are seeking to have all aspects of their lives aligned with their beliefs ­ including their finances. For Kindred, our desire is that there is purpose in everything we do.

If you¹re interested in cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities, call us at 888.672.6728 or e-mail us at info@kindredcu.com

Click here to visit Kindred Credit Union

Img Logo Newman Long Term 665X300

Newman Long Term Care

Resource Partner

For over 25 years, we’ve been one of the nation’s premier resources for long term care insurance solutions. We offer individual and multi-life plans from most of the industry’s top traditional and linked benefit carriers. Advisors can work with us through our brokerage channel or team with one of our specialists to do joint case work. Insurance Solutions for Long Term Care are All We Do!

Click here to visit Newman Long Term Care

Img Logo Nuveen 665X300

Nuveen

Resource Partner

Nuveen is guided by a deep commitment to securing the long-term goals of individual investors and the advisors who serve them. As an operating division of TIAA Global Asset Management, Nuveen provides access to investment expertise and product solutions from leading asset managers. Delivering excellence across traditional and alternative asset classes, and with more than a century of industry leadership, Nuveen manages more than $229 billion in assets as of March 31, 2016.

Click here to visit Nuveen

Img Logo Nyack 665X300

Nyack College

Resource Partner

Over one hundred and thirty years ago, God ignited an overwhelming love for people of every race and tongue in the heart of a Canadian named A.B. Simpson. In 1882 Simpson left his church to start a school in which people would be trained to take the Good News of God’s love wherever this news needed to be heard. That school today is Nyack College. Nyack College has grown to become one of the most diverse institutions of higher education in the nation, serving over 2,300 students on three campuses offering undergraduate, graduate, and seminary degree programs. Our campuses are located in New York’s beautiful Hudson Valley, in historic Battery Park in Manhattan, and in scenic San Juan, Puerto Rico. Nyack’s 12:1 faculty to student ratio creates a learning environment in which students grow to reflect its core values: academically excellent, globally engaged, intentionally diverse, personally transformed and socially relevant. The result is a diverse and vibrant community unlike any other in higher education.

Click here to visit Nyack College

Img Logo Orchard Foundation 665X300

The Orchard Foundation

Resource Partner

Orchard is a full service planned giving provider. We provide estate planning, serve as trustee for charitable trusts, issue charitable gift annuities (CGAs) in 49 states, issue donor advised funds, endowments and more. We provide ministries with the back office administration of these charitable instruments as well as offer planned giving training, marketing support and other assistance.

Click here to visit The Orchard Foundation

img logo Smead 665x300

Smead Capital Management

Resource Partner

Smead Capital Management (SCM) is a Registered Investment Advisor which focuses on building and managing equity strategies designed for capital appreciation. Each equity security must fit a distinct set of criteria which speak to quality, value, stewardship and defensibility. One of the critical roles that SCM assumes is strongly communicating with advisors, institutions and family offices by shepherding them through the investment process in a transparent way.

Click here to visit Smead Capital Management

img logo StewardshipAssetManagement 665x300

Stewardship Asset Management

Resource Partner

Stewardship Asset Management (SAM) was formed out of a passion and commitment to stewardship excellence. By offering thirteen Biblically Responsible actively-managed portfolios, we assist Christian investors and institutions in growing their wealth in accordance with Biblical principles. Using the Biblically Responsible Investing Institute's expertise, we screen to ensure our portfolios meet a higher moral standard than what is routinely offered in the secular money management marketplace. SAM handles all of the time-consuming and challenging aspects of building appropriate portfolios for your clients, allowing you to focus on managing relationships. The fee-based advisor looking for competitive solutions for clients focused on aligning their investments with their values now has options.

Click here to visit Stewardship Asset Management

img logo WorldHope 665x300

World Hope International

Resource Partner

World Hope International is a Christian relief and development organization working with vulnerable and exploited communities to alleviate poverty, suffering and injustice. We provide those in need with opportunity, dignity and hope so they can possess the tools for change in themselves, their family and their community. World Hope International exists for "the least of these" (Matthew 25:40). We work in 15 of the poorest countries in the world, helping all people, regardless of ethnicity, gender, race or religion. We serve the poorest of the poor, those crippled by a lack of opportunity.

Click here to visit World Hope International