We exist to merge your values with your investments into one meaningful portfolio, managed with the discipline of an institution and the care of a fiduciary.
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Most of our clients arrive the same way: successful, diligent, and quietly uneasy that their investments say nothing about who they are. We build portfolios and plans designed to close that gap.
Estate planning, tax planning, and investment management, integrated into one unified approach so every part of your financial life works toward the same goals.
An outsourced chief investment officer for organizations and institutions, with endowment-grade portfolio construction grounded in academic research and real-world experience.
A focused, values-based portfolio of companies with strong character, culture, and financials, built so you never have to choose between your principles and your performance.
We serve investors who want their portfolio to reflect who they are, not just what the market is doing.
Start a ConversationEverything you may want to know before we sit down together. If your question isn’t here, we’re one call away.
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We are an SEC-registered investment advisor based in Tyrone, Georgia, serving families and institutions since 2002. We integrate investment management, estate planning, and tax planning into one unified approach to wealth.
It means your portfolio can reflect your convictions. We implement positive and negative screens to include companies that align with your values and exclude those that don’t, without abandoning the discipline of sound, research-driven portfolio construction.
We serve individuals and families seeking comprehensive wealth management, as well as organizations that need an outsourced chief investment officer (OCIO). Qualified clients can also access private equity, private real estate, and private debt funds alongside traditional portfolios.
We employ the same methods as some of the largest endowments and pension plans in the country. Our portfolio construction is grounded in academic research and refined through more than 50 years of combined, real-world portfolio management experience.
The Archalos Fund is our flagship values-based strategy: a focused portfolio of companies selected for strong character, culture, and financial strength. Learn more at archalos.com.
It starts with a conversation. Reach out through our contact page or call us at 678-216-0795. We’ll listen first to your goals, your values, and your circumstances, then show you exactly what working together would look like.
You’ve spent decades building what you have with integrity. Let’s make sure it’s managed the same way, starting with a conversation, not a sales pitch.
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