Investment Consulting Solutions For

Faith-Based Institutions

We serve the distinctive needs of mission-focused organizations
Investment Consulting Solutions For

Faith-Based Institutions

We serve the distinctive needs of mission-focused organizations

Institutional Investment Management Focus Team |  Faith-Based Institutions

Mark A. Andes

Manager of Investment Research & Alternative Assets and Consultant

James F. Dykstal, CFA

Senior Consultant

Donald H. Lennard

Senior Consultant

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Mike R. Marsh, CFA

Consultant and Manager of Research

Travis C. Newman

Senior Consultant

Julie A. Smith

Senior Analyst, Investment Manager Research

Adam J. Strumpf

Senior Consultant

Peg Vanwagoner

Senior Consultant

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.