Portland, OR Office

Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors, managing roughly $1.05 billion in client assets across about 3,000 client relationships through a multi-team advisory platform of 17 advisors. The firm offers discretionary portfolio management, financial planning and estate management, pension consulting, and selection of other advisers as part of its client services.

Investment decisions are built around Modern Portfolio Theory and efficient‑frontier model portfolios and typically rely on mutual funds, ETFs, REITs, and occasional individual securities, with both fundamental and quantitative analysis informing allocations. The firm also offers a Biblically Responsible Investing (BRI) overlay that narrows the investable universe by screening holdings, and it may use sub‑advisers—including an affiliated sub‑adviser—and an affiliated mid‑cap momentum ESG ETF within client strategies.

Compared with many multi‑team peers, Faithward Advisors reports an unusually large client base relative to its advisor headcount, which corresponds with more standardized and sub‑adviser solutions in parts of its business model. The firm’s Form ADV discloses a prior enforcement matter involving a related adviser and its principals concerning mutual fund share‑class practices, and the ADV also highlights fee‑sharing and affiliation arrangements (including an affiliated sub‑adviser and representatives who are registered representatives and insurance agents), conflicts the firm discloses and addresses in its policies.