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 independent registered investment adviser formed in 1990 that serves institutional clients. The firm is organized as a corporation and is owned by a domestic entity and an individual. Praxis reports portfolio management for investment companies as a core advisory activity and charges fees based on a percentage of assets under management. It identifies as an active ESG investor and is not categorized as a capital allocator. Industry affiliations noted in filings include relationships with other advisers, banking or thrift institutions, trust companies, insurance companies, pension consulting roles, and sponsor/GP activity for 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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