This latest inclusion marks the fourth time the company has appeared on the industry ranking, which evaluates independent registered investment advisers managing at least $500 million. CEO Robert Netzly attributed the sustained expansion to a rising demand for faith-based financial strategies, noting that the company remains focused on aligning investment portfolios with biblical values.
Beyond its financial growth, the firm maintains a distinct business model through its Give50 Program, which directs at least half of its net corporate profits toward global ministry projects. Previous recognition for the firm includes five consecutive appearances on the Inc. 5000 list and four citations in The Financial Times' rankings of the fastest-growing companies in the Americas.

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