Praxis Investment Management, Inc.

RIASEC RegisteredEst. 1990
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$330M
Accounts
10
Employees
14
Advisory reps
11

Firm details

Headquarters
Goshen, Indiana
CRD number
105675
Registered since
April 2, 1990
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Praxis Investment Management, Inc. is an institutional registered investment adviser organized as a corporation and SEC-registered since 1990. The firm’s stated advisory activity centers on portfolio management for investment companies and it charges clients on a percentage-of-AUM basis. Praxis identifies as an active ESG investor and serves primarily institutional clients rather than individual retail households. Ownership is listed as domestic entity / individual. Praxis reports relationships with other financial institutions in an operational capacity, including ties to other advisers, banking or thrift institutions, trust companies and insurance companies, and it acts as a sponsor or general partner of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Rodney Diller

    Rodney Diller

    Chief Distribution OfficerCRD 3237186

  • Kenneth Hochstetler

    Kenneth Hochstetler

    President, Chief Executive OfficerCRD 4039345

  • Benjamin Bontrager

    CFOCRD 8241479

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Contacts

3 of 7
  • Richard Lehman

    Assistant TreasurerCRD 8061503

  • Kristen Heisey

    Assistant Vice PresidentCRD 8061510

  • Aaron Shenk

    ControllerCRD 7883755

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Goshen, IN

Elkhart

Location

Goshen, IN

Headquartered in Goshen, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.

Metro area
South Bend-Elkhart-Mishawaka, IN-MI
Region
Midwest
County
Elkhart
Address
1110 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth