Faith Investor Services

What Faith Investor Services does

Faith Investor Services, LLC is a privately held, employee-owned investment adviser headquartered in Dallas, Texas, with additional offices in Scottsdale, Arizona and St. Louis, Missouri. The firm operates two interrelated businesses: (i) a sponsor of faith-based exchange-traded funds and (ii) a wealth management practice serving high-net-worth individuals, families, companies, and not-for-profit organizations.

On the product side, the firm sponsors six ETFs listed on NYSE Arca — ACTS (tactical equity), BRIB (core bond), BRIF (focused equity), FTHB (faith income), PRAY (Christian stock), and SHRD (Catholic core bond) — with investment execution delegated to sub-advisors including Bright Portfolios, Asterozoa Capital, and Arimathea Investing, and distribution handled by Foreside Fund Services, LLC. The platform targets Christian and Catholic investors seeking values-aligned equity and fixed-income exposure, with the Catholic fixed-income niche (SHRD) representing the most recent thematic expansion.

On the services side, the firm provides financial planning, investment management, retirement plan management, endowment management, business continuity/exit planning, and separately managed accounts to investors with more than $2 million in assets, plus institutional clients such as not-for-profits and retirement plans. Revenue is generated via recurring investment advisory and management fees on ETFs and advisory mandates; pricing (expense ratios and advisory fees) is not publicly disclosed. The firm is privately held with no disclosed outside investors and a headcount of 1-10 employees.

Name

Faith Investor Services

Legal name

Faith Investor Services, LLC

Website

https://faithinvestorservices.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Faith Investor Services is a privately held, employee-owned investment adviser that sponsors a six-fund line of NYSE Arca-listed faith-based ETFs (Christian and Catholic themes) and provides wealth management, retirement, and endowment advisory services to high-net-worth individuals and not-for-profit organizations.

Ownership category

akta.pro rank

Product category

Wealth Management and Faith-Based ETF Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC), Fund Depositary (UCITS/AIFMD & Trustee Oversight) (FSAAAOAC)

Keywords

• Faith-based ETFs
• Values-aligned investing
• Wealth management services
• Christian investment funds
• Investment advisory

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Faith Investor Services LLC serves as the investment adviser to multiple ETFs and receives management fees for portfolio management services. The firm also provides wealth management services to individuals and institutional clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Faith Investor Services operates as a faith-based investment adviser that manages a family of six Christian/Catholic values-aligned exchange-traded funds (ACTS, BRIB, BRIF, FTHB, PRAY, SHRD) covering equity and fixed-income allocations. The firm also provides wealth management, financial planning, retirement plan, endowment, and separately managed account services to high-net-worth individuals, companies, and not-for-profit organizations.

Product overview

Faith Investor Services is a faith-based investment firm offering a platform of six exchange-traded funds (ACTS, BRIB, BRIF, FTHB, PRAY, and SHRD) covering both equity and fixed income allocations aligned with Christian or Catholic values. The firm operates as both an ETF provider and a full-service wealth management firm, offering financial planning, investment management, retirement plan services, endowment management, business continuity planning, and separately managed accounts. The ETFs are distributed by Foreside Fund Services, with sub-advisory partnerships including Bright Portfolios, Arimathea Investing, and Asterozoa Capital. The firm has offices in Scottsdale, AZ and St. Louis, MO.

Differentiator

Problem solved

Functional benefit

Brands

• ACTS - FIS Tactical Equity ETF: FIS Tactical Equity ETF - faith-based equity fund
• BRIB - FIS Bright Portfolios Core Bond ETF
• BRIF - FIS Bright Portfolios Focused Equity ETF
• FTHB - FIS Faith Income ETF
• PRAY - FIS Christian Stock Fund
• SHRD - Arimathea Catholic Core Bond ETF

Products and services

• ACTS - FIS Tactical Equity ETF An actively managed tactical equity ETF designed for investors seeking faith-based investment options with tactical allocation strategies, listed on NYSE Arca.
• BRIB - FIS Bright Portfolios Core Bond ETF A core bond ETF offered in partnership with Bright Portfolios, providing fixed income exposure aligned with faith values, listed on NYSE Arca.
• BRIF - FIS Bright Portfolios Focused Equity ETF A focused equity ETF managed in partnership with Bright Portfolios, targeting growth opportunities aligned with Christian values, listed on NYSE Arca. Underwent reorganization into FIS Trust in February 2026.
• FTHB - FIS Faith Income ETF A faith-based income ETF offered in partnership with Asterozoa Capital and Grand Canyon University, providing fixed income solutions for faith-aligned investors, listed on NYSE Arca.
• PRAY - FIS Christian Stock Fund A Christian stock fund investing in companies aligned with biblical values, listed on NYSE Arca. Underwent reorganization into FIS Trust, completed December 31, 2025.
• SHRD - Arimathea Catholic Core Bond ETF A Catholic-focused core bond ETF sub-advised by Arimathea Investing, offering Catholic investors fixed income investments aligned with their faith values, listed on NYSE Arca.
• Wealth Management Services Comprehensive wealth management services including financial planning, investment management, fiduciary services, and legacy planning for individuals and families with more than $2 million in assets.
• Investment Management Family office-style investment management services offering globally diversified strategies using equities, fixed income, alternatives, and cash, including use of the firm's own faith-based ETFs.
• Endowment Management Investment portfolio management and governance services for not-for-profit organizations, including development of Investment Policy Statements and spending policies.
• Retirement Plan Services Retirement plan management services for companies and not-for-profit organizations seeking faith-aligned fiduciary oversight.
• Business Continuity & Exit Planning Succession planning and exit strategy services for entrepreneurs and family business leaders, including sale strategies, key-person risk mitigation, and tax planning.
• Separately Managed Accounts (SMA) Customized separately managed account services for individual investors, providing personalized portfolio management.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Arimathea InvestingcoreTechnology or Integration · 12 June 2026Arimathea Investing serves as the sub-advisor for the Arimathea Catholic Core Bond ETF (SHRD), which trades on NYSE Arca. Arimathea is a Catholic-focused investment firm providing investment expertise for faith-aligned fixed income strategies.
• Grand Canyon University (GCU)minorStrategic or Co-development PartnerGCU's Colangelo College of Business and College of Theology collaborated with Faith Investor Services on research for a new exchange-traded fund that went live on NYSE on March 19, 2026, with student involvement in the research process.
• Foreside Fund Services, LLCcoreChannel Partner/ Reseller/ DistributorForeside Fund Services, LLC serves as the distributor for Faith Investor Services' ETF products. The firm handles regulatory distribution compliance and shareholder meeting processes for the funds.

Scale indicators2 records

Recent moves10 records

Expansion highlights5 records

Emerging players

• Arimathea Investing: Arimathea Investing is the sub-advisor for FIS's SHRD Catholic Core Bond ETF and operates its own Catholic-focused fixed income strategies, making it both a partner and a comparable faith-based investment manager.
• Alpha Architect: Alpha Architect is an active ETF sponsor with quantitative and factor strategies that competes with FIS for shelf space on brokerage platforms, though it does not pursue faith-screening.
• Eventide Funds: Eventide offers values-based and faith-aligned mutual funds and ETFs, partially overlapping with FIS's faith-based product lineup but with a broader "greater good" investing orientation.
• Bright Portfolios: Bright Portfolios is both a sub-advisor to FIS (BRIB and BRIF ETFs) and a broader faith-aligned investment manager, making it a partial competitor and comparable faith-based product builder.

Broad incumbents

• BlackRock (iShares): iShares by BlackRock is the dominant ETF issuer and offers ESG-screened strategies that compete for the same values-aligned investor dollars that FIS targets, even though iShares does not specialize in faith-based screening.
• Goldman Sachs Asset Management: As a major asset manager with active ETF platforms and values-aligned strategies, Goldman Sachs Asset Management represents the broad incumbent scale competitor that FIS-style faith ETFs compete against for advisor shelf space.

Direct peers

• Inspire Investing: Inspire Investing is the largest faith-based ETF provider in the U.S. (INSPIRE ETFs), directly competing with Faith Investor Services in Christian values-screened equity and fixed income ETFs distributed through major brokerages.
• Timothy Plan: Timothy Plan offers a family of faith-based mutual funds and ETFs with biblical values screens, directly overlapping with Faith Investor Services' ACTS, BRIB, BRIF, FTHB, and PRAY products for Christian investors.
• Ave Maria Mutual Funds: Ave Maria Mutual Funds is a Catholic-focused fund family that competes directly with the Arimathea Catholic Core Bond ETF (SHRD) and other faith-screened strategies offered by Faith Investor Services.
• Knights of Columbus Asset Advisors: Knights of Columbus Asset Advisors manages Catholic-aligned investment products and is a natural comparator to FIS's Catholic bond ETF strategy and faith-based wealth management services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/fis_etfs
• Facebookfacebook.com/FaithInvestorServices
• LinkedInlinkedin.com/company/faith-investor-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Faith Investor Services