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IW FINANCIAL CONTINUES MOVE INTO FAITH-BASED INVESTING MARKET; RUSSELL MILLER RETAINED TO EXPAND EFFORT

Russell Miller, CFA, an experienced investment manager and a long time proponent of faith-based investing, has joined IW Financial as a consultant, it was announced today.

In his new role, Mr. Miller will work with the firm as it continues to expand its services to those investment managers and institutional investors who seek to establish or enhance their faith-based investing capabilities. IW Financial is a leading provider of environmental, social, and governance (ESG) research, consulting, and portfolio management solutions for the financial services industry.

Mr. Miller has more than thirty years experience in the financial services industry with firms such as Prudential, T. Rowe Price, and Alex. Brown & Sons. In addition to being part of the IW Financial team, he is currently chief investment counsel at American Values Investment and president of his own firm, Foundation Financial which has developed separately managed accounts for investors focused on family values.

Mr. Miller will be working closely with IW Financial’s sales and consulting teams, which focus on the values-oriented research, portfolio management and investment product development. In addition to providing online values data, IW Financial helps investment managers and institutional investors attract and retain assets from investors to whom values are a relevant investment consideration.

“The faith-based investing community is significant and growing in both numbers and assets. With his investment industry credentials and extensive experience with faith-based and biblically responsible investing, Russ will be a tremendous asset to our team as we continue to build our capacity to serve this market,” said Sam Pierce, chief executive officer of IW Financial.

“We are committed to making it easy for individual and institutional investors to align their investments with their values by providing money managers with readily-accessible online values data,” Pierce added. “Russ will help us continue to get the word out, especially in the faith-based area.”

“IW Financial is the leader in providing asset managers with user-friendly, web-based ESG solutions for the faith-based market. I look forward to working with the team to help clients develop and deliver products and services consistent with the values of the faith-based investing community,” said Miller.