Father-son $100M team left Ameriprise after 25 years to join Christian RIA firm Inspire Advisors to align their practice with their Christian faith.
San Jose, California, June 2nd, 2020 – Keith and Jacob Chandler, the father-son advisory team now at the helm of Inspire Advisors’ Palmdale, CA office say the Christ-centered culture is a big reason they joined Inspire Advisors a little over a year ago after spending more than 25 years at Ameriprise:
“What we love about Inspire Advisors is that we can now be part of a company that truly reflects our values and mission. We love that we can be part of a team of Christian professionals whose desire is to display excellence in their work and inspire transformation for God’s glory throughout the world. We are so glad that we joined the Inspire Advisors team and are excited to see what the Lord has in store for this business,” says the duo who manage over $100m of assets.
“Welcoming Keith and Jake to the Inspire Advisors family over this past year has truly been a blessing,” commented Robert Netzly, CEO of the Inspire Investing family of companies. “They are consummate professionals and exhibit God-glorifying excellence throughout their practice. We are honored to serve them and their clients as we work together to inspire transformation for God’s glory throughout the world with biblically responsible investing and planning advice.”
Biblically Responsible Investing Focus
The Inspire Advisors platform is purpose built from the ground up to support Christian financial advisors who want to run their practices with 100% biblically responsible investing (BRI) alignment, a growing conviction among financial advisors and their clients.
“When we looked across the RIA marketplace we could not find any national-brand RIA platform that was dedicated to biblically responsible investing,” said Netzly. “That’s a problem that we are solving with Inspire Advisors. There has to be a top-tier RIA firm that is sold out to the advancement of biblically responsible investing and serving the Christian advisors who want to run their practices for the glory of God.”
Financial professionals that join Inspire Advisors have access to Inspire’s deep bench of biblically responsible portfolios delivered in a turn-key, separately managed account (SMA) format, including customizable unified managed account (UMA) and robust tax-loss harvesting capabilities.
There are currently several dozen SMA strategies available to Inspire Advisors recruits and their clients, with strategies ranging from passive, index based portfolios to actively managed, tactical, sector rotation and other strategies. Some strategies are built using Inspire’s popular suite of biblical ETFs, while others are built using only individual stocks and can be customized for individual practices or client needs, giving advisors one of the most robust, widely diversified selection of biblically responsible investing portfolios available anywhere.
Powerhouse Investment Team
Inspire Advisors touts a powerhouse investment team backing up their portfolios that gives financial advisors instant credibility with investors both large and small. Inspire’s investment committee is led by Chief Investment Officer, Darrell Jayroe, CFA, CFP, CKA, who has served in senior portfolio management positions for over 20 years. Inspire’s Chief Economic Advisor, Dr. Erik Davidson, DBA, CFA, previously served as the Chief Investment Officer at Wells Fargo Private Bank overseeing $200 billion in assets and a team of 400 professionals. Inspire Investment Analyst, Shane Enete, CFA, previously oversaw hundreds of billions of institutional assets at firms Meketa and Brandes Investments, and currently shares his time as Professor of Finance at Biola University and heads up Biola University’s Inspire Research Institute for BRI. Such a world-class team provides advisors and their clients with institutional-level portfolio management and expertise to invest with confidence.
Inspire Advisors is a sister company of Inspire Investing, a global leader in the biblically responsible investing industry, and leverages the size and scale of the combined organization. Together, the Inspire family of companies manages over $658M AUM as of May 29th.
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About the Inspire Investing family of companies
Founded in 2015 and headquartered in the Silicon Valley of California, Inspire Investing seeks to create meaningful impact in the lives of people across the globe by providing high quality, biblically aligned investments and financial advice that support Christian ministry and is a leading authority in the Biblically Responsible Investing (BRI) movement. For more information, visit www.inspireinvesting.com.
*Disclaimer: Investment advisory services offered through Inspire Advisors, LLC and CWM Advisors, LLC dba Inspire, both being Registered Investment Advisors with the SEC. CWM Advisors, LLC and Inspire Advisors, LLC are affiliates.