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TrueVine Family Wealth
TRUEVINE FAMILY WEALTH is a state-registered investment adviser. The firm manages approximately $73 million in regulatory assets. It has 1 employee and 1...
TrueVine Family Wealth
TRUEVINE FAMILY WEALTH is a state-registered investment adviser. The firm manages approximately $73 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Principals
Dr. Charles M. Roesel
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at TrueVine Family Wealth?
Dr. Charles M. Roesel, the firm's founder, oversees the strategic direction and investment philosophy. The firm's investment process applies biblically responsible screens to public and private assets, though the specific internal investment committee structure is not publicly detailed.
What does 'biblically responsible investing' mean in TrueVine's context?
TrueVine applies screening criteria derived from evangelical Christian teachings, excluding companies involved in activities such as abortion, pornography, and gambling. The firm uses BRI-compliant mutual funds and ETFs for public market exposure and extends these values to its real estate and private investment selections.
Does TrueVine participate in fund commitments or only direct deals?
The firm primarily allocates client capital through BRI-screened public funds, direct real estate investments, and private placements. It does not publicly disclose a program of fund-of-fund commitments to external private equity or venture capital managers.
How is TrueVine Family Wealth related to Dr. Roesel's ministry work?
Dr. Charles M. Roesel is a longtime pastor and author of books on Christian stewardship, and TrueVine is a direct extension of that ministry philosophy into fiduciary wealth management. The firm often engages clients through church-based educational seminars and stewardship workshops.
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