Faith Investor Services

Faith Investor Services, LLC, operating as Faith Investor Services, is a registered investment adviser based in Dallas, TX, established in May 2021. The firm specializes in global investment management and offers wealth management services. They manage a wrap fee program and provide continuous portfolio management. Faith Investor Services primarily serves registered investment companies, individuals, high net worth individuals, not-for-profit, and institutional clients. The firm charges a blended fee based on a percentage of assets under management, with fees ranging from 1% to 1.6% per annum, depending on the asset levels. They provide investment discretion for accounts not directly held in their custody, leveraging an Order Management System for tax-efficient asset location and rebalancing strategies. As of December 31, 2024, Faith Investor Services manages $196,790,672 in client assets on a discretionary basis. The firm does not accept performance-based fees, participate in side-by-side management, or have any disciplinary disclosures. They have affiliations with Capital Insight Partners and may recommend their services. Faith Investor Services also discloses their methods of analysis, investment strategies, risk factors, and financial information in their brochure. Clients are urged to review account statements and notify the firm of any changes in personal circumstances. Faith Investor Services does not have custody of client funds unless authorized for fee deductions. The firm exercises investment discretion with client authorization and has policies in place for voting client securities. Faith Investor Services does not have any financial impairments and is federally registered.