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Stewarding Investments
PROFESSIONAL INVESTMENT PORTFOLIO MANAGEMENT
COF advisors believe in portfolio management tailored to your needs. As a client, you will receive a portfolio we believe is appropriate to help reach your investment goals, managed with an investment practice deeply rooted in our own time-tested processes and philosophies. Our portfolio management approach—combined with our proactive, personalized client service—has allowed us to manage portfolios for more than 20 years.
Our Investment Policy Committee (IPC) has over 36 years of combined industry experience. The IPC monitors global economic and market conditions and makes strategic investment decisions for client portfolios. Our approach is based in active, flexible portfolio management. Scroll down to learn more about our investment approach and how we tailor client portfolios.
Our Approach
Investment Style
We tailor your investment portfolio based on our forward-looking market views and capitalize on opportunities around the world, taking into consideration your personal objectives and investment mandates.
Investment Philosophy
Our investment philosophy is the set of stewardship and financial principles that guide all of our investment decisions. It is rooted in our belief that God uses all things, like the economy and free markets, to accomplish His good and pleasing work.
Team Approach
To address the daunting task of selecting from tens of thousands of securities globally, COF advisors employ an investment process that leverages our research team to help make sense of a complex and vast investment landscape.
COF MODERATE AGGRESSIVE FUND
Compared to S&P 500 as of 06/30/2023
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.