Income-focused solutions for your clients

Our Approach

We offer strong income-oriented solutions, access to portfolio managers and the ability to overlay screens at competitive account minimums.

Screening Process

Our dedication to providing values-based investment solutions has been unwavering. Our proprietary screening methodology goes beyond the basic analysis of widely available quantitative industry data, and includes insightful fundamental research.

Optional Screening Overlays


Assemblies of God, Baptist, Catholic/ USCCB, United Methodist Church, Latter Day Saints

Business Activities

Mature Content, Alcohol, Animal Welfare, Contraceptives, ESCR, Gambling, Life Ethics, Military Weapons, Firearms, Pharmaceuticals, Tobacco


Carbon Intensity, Climate Change, Nuclear Power, Coal, Oil & Gas


Gender Focus, Bribery & Fraud, Governance Structure


Proactive selection of equities which meet the requirements defined by the client


Child Labor, Civil Liberties, Discrimination & Diversity, Human Rights

*Please note that these are optional screening overlays that are client directed.