Faithward Advisors, LLC

Faithward Advisors, LLC, a registered investment adviser based in Lancaster, Pennsylvania, has been providing personalized investment advisory services since 2002. The firm offers portfolio management services, advisory consulting services, selection of other advisors, and pension consulting services. Faithward Advisors primarily recommends investments in Mutual Funds, Real Estate Investment Trusts (REITs), Individual Securities, and Exchange Traded Funds (ETFs). The firm specializes in Biblically Responsible Investing (BRI), managing assets in accordance with Christian values. Faithward Advisors may recommend sub-advisers, including SevenOneSeven Capital Management Ltd, an affiliate of the firm. The firm's fee structure is based on a tiered fee schedule, with fees assessed pro rata based on assets under management. Faithward Advisors does not accept performance-based fees, participate in side-by-side management, or vote client securities. The firm does not have custody of client funds but recommends using Schwab, Pershing, LLC, or Osaic for brokerage services. Faithward Advisors does not vote proxies on behalf of clients and does not participate in class action lawsuits on behalf of clients. The firm may provide advice on charitable gift annuities and charitable giving but does not recommend specific charities or organizations. For more information, clients can contact Adrian Young, Chief Compliance Officer at 717.560.8300.