Enhancing financial independence through moral responsibility.
Faithful. Biblical. Impactful.
We believe in honoring God by the way we steward the resources He entrusts to us.
Welcome to PanthRex Asset Management – Biblically Responsible Investment Solutions.
Whether you are saving for a house, education for your children, or ultimately saving for you and your spouse’s retirement, our biblically responsible investment solutions can assist you in reaching your goals without compromising your principles.
Biblically Responsible Investing
Our foundational principle of investing is that God’s owns everything. He merely entrusts to us the financial resources we have. It is our responsibility to steward those financial resources in a way befitting to Him.
Faithful
Our Biblically Responsible Investment solutions are continuously screened to remove companies that offer products, services, and/or philanthropy that is contrary to core biblically-based faith principles.
We do what other’s are unwilling to do, so you can be sure you are investing with integrity!
Biblical
Our core belief is that God owns everything and we have personal responsibility in how we steward those resources.
That is why we take a pro-life, pro-family approach when selecting companies to be included in our Biblically Responsible Investment solutions.
Impactful
We are often told by investors that see our investment solutions for the first time, “I never knew there was an option for me to align my investments with my conscience.”
Our partnership with major faith-based organizations is impacting the lives of clergy members, and the Christian community, alike.
CONTACT US
PanthRex Asset Management
109 Holiday Court
Suite A6
Franklin, TN 37067
888.302.5559
DISCLOSURES
Optivise Advisory Services ("OAS"), d/b/a PanthRex Asset Management, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. OAS, Form ADV Part 2A, and CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.
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