Luke Bolton
Mutual Fund & ETF Providers (2023)
Tools and Resources: Practice Tool
October 2023
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This resource is for advisors seeking to understand more about their mutual fund and ETF investing opportunities within the Kingdom Advisors partners program. This annually updated list offers a starting point for those seeking to conduct due diligence on investment opportunities for their clients.
Kingdom Advisors has required documentation from each provider to demonstrate their investing practices meet our criteria for each of the three stated investing strategies.
About the Speaker
Luke Bolton
Kingdom AdvisorsLuke Bolton serves as Executive for Strategic Relationships at Kingdom Advisors where he focuses on institutional relations and faith-based investing. Luke began working in the financial services industry at Securian Financial's corporate headquarters and then as Director of Operations at WaterRock Financial where he supported a team focused on generosity and investing for impact. Luke supported the LPL/Kingdom Advisor Community as they developed a set of faith-based investing models that were launched in 2022. He continues to support industry leaders and large firms as they engage with faith-focused financial advice and investing.
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