Our Independent Investment Advisory Committee

Our Independent Investment Advisory Committee

Our Team

Our Independent Investment Advisory Committee, comprising seasoned professionals with expertise in economics, risk management, community development, behavioral finance, energy, and technology, provides tactical input and strategic guidance. This ensures our investment strategies are robust, innovative, and forward-looking, mirroring the rigor and best practices of leading institutions like Goldman Sachs and JP Morgan.

Hakeem J. Webb

CEO & Founder

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Fred Mckinney

Sr. Economic Adviser to the CEO & Head of Business Development

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Michael Marzette

Sr. Risk Management Adviser

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James Chavis

Economic Adviser & Head of Community Development

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Raynell J. Webb

Head of Behavior Finance Division

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Earnell Kelly

Sr. Operations Adviser & Energy expert

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Michael Nealy

Sr. IT Analyst & Adviser

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*Disclosure: all individuals listed above are non compensated independent advisers to the CEO of the firm and are not employees unless otherwise stated.  They  don’t have interactions with clients or give any direct advice to any of our clients

 

Our firm's Motto:

The best of people are those who benefit others the most

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

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Get in touch with NCFA for expert financial guidance and personalized support. We’re here to help you achieve your goals with ethical, sustainable solutions.

Our firm's Motto:

The best of people are those who benefit others the most

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National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.

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