For Faith-Based Investors

When choosing an asset manager, religious organizations and faith-based investors often place a priority on a firm's ability to identify investment opportunities that are consistent with their fundamental beliefs.  

With our patented user-defined screening capability, IW Financial brings the client into the investment process, allowing an organization to define the characteristics of the portfolio that will best meet the needs of its members.

This capability is supported by our financial reporting products, including the Portfolio Alignment Report, designed to help you understand how portfolio holdings align with your organizations mission and values, and the Issue Report Card, which provides a "snapshot" of a portfolio's performance with respect to a specific issue. Both reports can be generated on a schedule as defined by the client.

To learn more about IW Financial's solutions contact us.