Inspire Advisors LLC
A Registered Investment Advisor with the SEC
Advisory services are offered through Inspire Advisors, LLC, an SEC-registered investment adviser that provides operational, compliance, trading, technology, and service infrastructure supporting the client experience behind the scenes.
This relationship helps provide:
- portfolio operations support
- trading and account infrastructure
- compliance oversight
- advisor technology systems
- service coordination
Clients benefit from institutional operational capabilities while maintaining a direct fiduciary relationship with Oz Investing Services.
Inspire Investing LLC
Biblically Responsible Investing with Institutional Screening Methodology
For clients seeking values-aligned investment strategies, Oz Investing Services provides access to Biblically Responsible Investing (BRI) solutions through Inspire Investing.
Inspire Investing utilizes proprietary screening methodologies, including the Inspire Impact Score, designed to evaluate companies based on alignment with biblical values and stewardship principles.
This framework allows clients to pursue:
- disciplined portfolio construction
- institutional investment management
- biblically responsible screening
- values-aware stewardship
- within a coordinated fiduciary framework.
Values-aligned investing is optional and tailored to client preferences.
Charles Schwab & Co., Inc.
Independent Custody & Institutional Security Infrastructure
Client assets are held at Charles Schwab & Co., Inc., one of the nation’s leading custodians serving independent advisory firms and institutional investors.
Schwab provides:
- custodial account security
- account reporting infrastructure
- cybersecurity systems
- transaction processing
- account protection safeguards
Independent custody helps ensure transparency and separation between advisory management and asset custody.
Oz Investing Services remains responsible for the advisory relationship, investment guidance, and coordinated planning process.