Model portfolio solutions for the faith-driven allocator

Allow Eventide to remove the faith-based portfolio implementation guesswork.

The Eventide advantage: we manage investments, you deliver value to client relationships.

For advisors seeking to align investor returns with conviction, Eventide offers a variety of faith-based model portfolios designed to achieve robust ethical standards while adhering to established asset allocation guidelines.

Eventide-Only Target Risk Model

Model portfolios offered as a strategic asset allocation solution for investors who wish to align an entire portfolio with Eventide’s investment philosophy.
Explore Models

Multi-Manager Portfolio Solutions

Model portfolios for investors seeking a faith-based investment approach built with a blend of investment managers.
Simplify Allocation

Investment Consulting Group

Portfolio illustrations custom built to match unique risk and return preferences and make a clear path to pursuing faith-based investments.
Request Consultation

Asset Allocation Team

The strategic allocations of the models are constructed based on each portfolio’s return and risk objectives and the proprietary macro forecasts and research of Eventide’s Asset Allocation team.

Finny Kuruvilla, MD, PhD

Co-Chief Investment Officer, Senior Portfolio Manager, Managing Director, Founding Member

Dolores Bamford, CFA

Co-Chief Investment Officer, Senior Portfolio Manager

Chris Grogan, CFA

Portfolio Manager, Director of Asset Allocation Services

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Faith-Based Investing

“A company that is running a human-centered or employee-honoring culture is adding value to society and is creating value for their shareholders.”

Dolores Bamford, CFA

Co-Chief Investment Officer, Senior Portfolio Manager

Let’s talk. No pressure

Connect with us to discuss how Eventide’s faith-based investment solutions could work with your client needs and business goals.