Guiding Adventist Institutions to invest in Alignment with their Mission.

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How to Align Your Investments with Your Mission?

Let us show you how faith-based investing, lowering fees, and institutional-quality portfolios can work together for your organization.

CONSULTING SERVICES

Modern Portfolio Consultants offers the following services:

Investment Policy Design & Review
Asset Allocation Modeling Per Fund
Manager Serach & Selection
Performance Measurement

CHURCH INVESTMENT POOLS

We provide institutional investment consulting exclusively to faith-based organizations, with deep expertise in Seventh-day Adventist institutions. Our approach integrates values-based screening — excluding securities whose primary revenue is derived from securities related to tobacco, alcohol, gambling, pornography and caffeinated beverages — with rigorous investment analysis, disciplined portfolio construction, and ongoing governance support. We believe that how resources are invested is an expression of mission, not separate from it."

More Info

LOWERING FEES & COSTS

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