FAITHWARD ADVISORS, LLC

Overview

Faithward Advisors, LLC is an independent registered investment adviser that has operated since 2002 and positions itself as a capital allocator for both individual and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management, and it also advises businesses and institutions. Its advisory services include pension consulting and the selection of other advisers. Faithward reports an active ESG stance and maintains affiliations with other investment advisers and a law firm, which can support more complex client needs. Investment activity shows a tilt toward pooled public vehicles—public funds and mutual funds are the dominant holdings on a dollar basis—but the firm maintains a broad menu that includes separate accounts, individual equities and ETFs. Fee arrangements are flexible: percentage of AUM, hourly and fixed-fee engagements are all part of the pricing mix, allowing the firm to serve smaller plan sponsors and high-net-worth families alike. As an allocator the firm also deploys capital to third-party managers and alternative strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices