focus holdings & investments

agvictus capital management

ZWJ Investment Counsel

ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients, stewarding their wealth since 1982. All investment team members at ZWJ hold a Chartered Financial Analyst® (CFA) designation and have extensive financial markets expertise. ZWJ creates and actively manages custom individual stock and bond portfolios based on client goals, liquidity needs, and risk tolerance. Through close-working relationships built on trust and exceptional client experience, ZWJ guides clients through financial complexities with clarity and transparency working together to build confidence in their financial future. Located in the tower above the Four Seasons Hotel in Midtown, ZWJ is distinguished by the high touch service it offers its clients. Portfolio managers work to build long-term relationships with clients through active listening, being responsive to needs, and as fiduciaries always working towards client goals. ZWJ takes a pragmatic approach to investing, prudently managing clients' assets to achieve their financial objectives. By managing investments directly, ZWJ is responsive to market changes and offers the flexibility to build individualized portfolios based on exacting needs. Advising individuals, corporations, and non-profits, ZWJ portfolio managers communicate directly with clients, sharing financial updates in a clear and effective manner. ZWJ's well-credentialed and trusted professionals partner with clients to help them strategically navigate the complex financial landscape.

Vickery Creek Capital Management, LLC

Vickery Creek Capital Management, LLC is an independent, investment advisory company that exists to serve a select group of families and institutions by helping them organize their financial affairs and help them make wise investment decisions. "Vickery Creek" is a registered investment adviser, providing investment management and advisory services based on a determinate, proprietary, top-down macroeconomic approach to investing.

Presbyterian Church (U.S.A.) Foundation

The Presbyterian Foundation raises, stewards and distributes funds for mission. A vital part of the Presbyterian Church (U.S.A.) for over 200 years, the Foundation strengthens congregations and related mission and ministry efforts by developing gifts and managing funds on their behalf. The Foundation's subsidiary, New Covenant Trust Company, comprises a top quality investment management group operating under the guiding values of the Presbyterian Church. Please visit our website at www.presbyterianfoundation.org.