Every company has a logo. Ours illustrates a water drop creating ripples. Each ripple represents how a single action can spread outward beyond ourselves. We never completely know what far-reaching impact even one single action might have on someone else, nor can we imagine how a continual spread of ripples occurring at regular intervals might have on our neighborhoods, cities, and even the world.

We believe that the very act of giving has the power to change both the giver and the organization that receives it. Transformational giving is capable of having a major impact on communities, our country, and even the world.

When asked to illustrate transformation, most people will use the example of a caterpillar turning into a butterfly, changing in appearance and character for the better. No longer confined to the earth, the butterfly flits through the air wherever the sweet smell of pollen takes it and delights all who watch its dance. Transformational giving happens when your money and assets are working to transform your community, our country, even the world.

When we designed our logo, we were signaling the message of the Parable of the Talents: to those who are entrusted with much, much is expected. (Matthew 15:14-30)

Transformation happens on both sides of the table: you as an investor, us as investment advisors. If you are a current client who would like to review your investment portfolio to better understand how we are being good stewards with your money in 2021, or if you are interested in working with a principled investor such as us, please call our office today. (614) 800-7985