Mission Based Investment Consultants
Trusted by multiple faith-based clients, including those aligned with the Mission and Values of the Seventh-day Adventist Church
Prudently Investing In Your Mission
ABOUT US
Modern Portfolio Consultants, LLC (Modern) is a Registered Investmetn Advisory firm that provides Investment Consulting services with a focus on consulting to Christian organizations.
Modern has advocated institutions implement a very logical, prudent and successful investment strategy tailor made for their Mission. This strategy also allows for the flexibility to modify and adapt portions of the portfolio to take advantage of market conditions such as, but not limited to, interest rate directions and their correlated effects on the equity markets.
The core principles of Modern’s investment strategy start with the firm’s belief that it is extremely difficult to outperform the corresponding Index for an actively managed account, either equity or fixed income.
Combining this belief with the inherent lower fees and costs of indexing provides for a very reasonable probability that the portfolios will excel.
Services Include
Our Services
FREE CONSULTATION
45 min
PROJECT MANAGEMENT
1 hr
OPERATIONAL CONSULTING
1 hr
CORPORATE STRATEGY
1 hr
Service 1
services description
Custom Project
This service is designed to bring your unique vision to life. We collaborate closely with you to understand your specific requirements and challenges, then develop a tailored solution that precisely meets your needs. Experience a truly personalized approach for your ambitious endeavors.
Personal Solution Planning
Get a tailored strategy designed just for you. We take the time to understand your individual situation, goals, and preferences. Our experts will guide you through creating a clear, actionable plan to achieve your desired outcomes.
Expert Guidance Package
Access specialized knowledge and insights to navigate your challenges. This package offers comprehensive support and strategic advice from industry professionals. Unlock your potential with expert direction designed to provide clarity and foster growth in your endeavors.