Praxis Investment Management, Inc.
Firm details
- Headquarters
- Goshen, Indiana
- CRD number
- 105675
- Registered since
- April 2, 1990
- Website
- www.everence.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Rodney Diller
Chief Distribution OfficerCRD 3237186

Kenneth Hochstetler
President, Chief Executive OfficerCRD 4039345
Benjamin Bontrager
CFOCRD 8241479
Contacts
3 of 7Richard Lehman
Assistant TreasurerCRD 8061503
Kristen Heisey
Assistant Vice PresidentCRD 8061510
Aaron Shenk
ControllerCRD 7883755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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