Blue Trust, an Atlanta-based wealth management firm, has announced a groundbreaking partnership with Vident Asset Management, Brightlight, and Mammoth Technology to launch a faith-based private investing platform. This innovative platform aims to provide advisors and clients with investment opportunities that align their financial goals with their faith and values.
'We are thrilled with this relationship, which empowers our advisors to better serve our clients that desire to more fully integrate their faith with their finances,' said Brian McClard, Chief Investment Officer of Blue Trust.
The platform leverages Brightlight's expertise in ethical evaluation processes to ensure that all investment opportunities meet the highest standards of impact-driven criteria. Mammoth Technology brings cutting-edge technology and innovative processes, enabling seamless workflows and user experiences.
'It's all about helping deepen the relationship between an advisor and their client. When a client completes a subscription agreement on Mammoth, they experience their advisor's brand and guidance every step of the way,' said Steve Zuschin, Chief Revenue Officer at Mammoth.
The platform is designed for use by registered investment advisors (RIAs) and broker-dealers, providing them with access to a carefully curated catalog of private funds that have undergone due diligence. This unique approach sets it apart from other alternative investing platforms, reducing costs and allowing advisors to scale the onboarding process.
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