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Morningstar & Ibbotson Institutional Research
Morningstar & Ibbotson provides independent investment and investment manager research, which helps advisors with their manager search and selection process. They also provide tools and resources to monitor, manage, and create client portfolio reports and performance statements.
Litman-Gregory
Litman-Gregory is an investment management consulting firm based in California that serves independent wealth managers as well as pension and foundation committees. LG provides best practices consulting and investment manager search and selection recommendations. LG helps independent investment consultants with strategic long-term asset allocation models and portfolios as well as short-term tactical changes to capitalize on opportunities or to avoid potential losses.
Value Line
Value Line provides fundamental stock research, selection, as well as stock portfolio management. VL provides economic and financial markets analysis and commentary. Additionally, VL manages multiple stock portfolios for our clients based on diverse objectives. $50,000 minimum account size per portfolio.
Stewardship Partners
Stewardship Partners is a portfolio management firm that manages portfolios of individual stocks, bonds, & real estate with a global perspective. Rusty Leonard, founder and lead portfolio manager, worked with legendary global investor John Templeton for over twenty years and he became one of Templeton Mutual Fund Company’s top ranked portfolio managers. SP is committed to socially and biblically responsible investing, which in part means they avoid companies who profit from products and services which conflict with God’s prescribed values and principles. $100,000 minimum account size per portfolio.
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