Our vision is to enhance the lives of those less fortunate while striving to enrich the lives of our clients. Invest In Virtue is an Invest in Vol initiative to donate a portion of our management fees to charities focused on providing food, shelter, healthcare, relief, education, and training for those in need around the world.


Invest in Virtue is a donor advised charitable fund administered by the Greater Kansas City Charitable Foundation. All donations made directly to the Invest in Virtue fund are tax deductible and will support various U.S. 501(c)(3) public charities.


Invest In Vol clients who choose to support our charitable initiative will pay a slightly higher management fee, and will be rewarded with the knowledge that 50% of their fee will go directly to the Invest in Virtue charities. In this way, our clients will help make a difference in the world and put a new spin on impact investing.

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Care for Children’s vision is to see a world of children in families. They serve governments of nations to pioneer a positive alternative to institutional care by placing children into local, loving families in the community.

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Child Aid partners with elementary school teachers and the schools where they work to create vibrant classrooms full of literacy and learning. Their programs focus on developing the core literacy skills and habits of reading that are so critical to lifetime learning. 

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Heart to Heart International strengthens communities through improving health access, providing humanitarian development and administering crisis relief worldwide.

David Juday
Justin Young
Stuart Barton, CFA