Talanton Funds now on Schwab & Fidelity platforms

Opening the Door to Seamless Faith-Driven Impact Investing

Talanton's Impact Investment Funds have achieved a triple milestone in platform accessibility—now available on both Charles Schwab and Fidelity custody platforms, as well as fully accessible through Blue Trust’s new faith-aligned private investing platform, developed with Vident Asset Management, Brightlight, and Mammoth Technology.

This expanded platform availability makes faith-driven investing simpler and more accessible for wealth advisors and their clients. Advisors can now allocate to Talanton’s funds directly through their existing custody relationships and preferred platforms—no new accounts, no added complexity. They gain seamless access to investments that positively impact more than 109,000 jobs across Sub-Saharan Africa while delivering financial returns.

What This Means for Advisors and Investors

Making Talanton’s funds available on these platforms requires meeting institutional-grade operational and compliance standards that many private funds never achieve. For advisors and their clients, this delivers concrete advantages:

• Simplified Access: Clients invest through the same Schwab or Fidelity interfaces they use daily. The familiar workflows, reporting, and tax documentation remain unchanged – whether serving individual investors, family offices, or foundations.
  ‍
• Institutional Validation: Because Talanton’s funds are now available through Schwab and Fidelity custody channels, advisors can be confident that our operational, compliance, and reporting frameworks meet industry-standard institutional requirements. This external validation helps advisors introduce Talanton with assurance and clarity.
  ‍
• Values Meet Excellence: For advisors serving faith-driven clients, this eliminates the long-standing assumption that you must choose between rigorous investment standards and meaningful impact. Clients can now steward resources faithfully while accessing the same operational excellence they expect from any institutional investment.

Blue Trust Platform: Purpose-Built for Faith-Aligned Investing

Having Talanton’s funds accessible through the Blue Trust platform represents a particularly significant validation. This platform was built for RIAs and broker-dealers serving clients who seek private investments that reflect their Christian faith and values.

Talanton’s platform access was granted after meeting three critical benchmarks:

• Due Diligence Completed: Brightlight conducted rigorous due diligence on Talanton, evaluating both financial rigor and values alignment—examining not just our returns, but how we integrate faith into our investment philosophy.
• Technology-Enabled Access: Mammoth’s platform enables seamless, advisor-branded onboarding and fund access, ensuring clients experience their advisor’s guidance throughout the investment process.
• Custody Flexibility: Talanton funds are fully compatible with advisor-led investing via Schwab and Fidelity, giving advisors complete flexibility in how they structure client investments.

"Being selected for this platform validates both our investment approach and our commitment to operational excellence," says Jon Halverson, Partner at Talanton. "This approval puts us alongside a select group of private funds that meet the highest standards."

This recognition matters because it proves faith-driven funds can meet the same institutional standards as any top-tier investment—while still pursuing Kingdom impact.

Meeting Investors Where They Are

This expanded platform availability reflects our commitment to removing every unnecessary barrier between investors and impact. Talanton funds are now accessible through:

• Major custody platforms (Schwab, Fidelity)
• Blue Trust's faith-aligned investment platform
• Leading donor-advised funds (NCF, Impact Foundation, and others)Direct investment for qualified clients

No matter how investors structure their giving and investing, they can participate in Sub-Saharan Africa's economic transformation.

The Opportunity Window

While committees debate and investors hesitate, entrepreneurs across the region are building businesses that could transform their communities—if they had access to capital.

The businesses in Talanton's portfolio prove what's possible. A Rwandan creamery that employs 55% deaf workers. A Kenyan flower farm creating 31,000 farming partnerships. An energy company that innovated super-efficient cookstoves that reduce 11 million tons of carbon emissions while employing 1,900 people.

These aren't charity cases – they're profitable businesses generating returns while transforming communities. Platform availability simply means more investors can participate in this proven model.

For wealth advisors interested in learning more, you can connect with us at your convenience via talantonimpact.com or by emailing admin@talantonllc.com.

For those already familiar with our work, you can now introduce Talanton knowing that implementation happens seamlessly through the channels your clients trust—whether through Schwab, Fidelity, or the Blue Trust platform.

The window of opportunity in Sub-Saharan Africa is open. The pathway to participate is clear. We're here to support you and your clients in exploring how faith-driven investing can align with both your values and investment goals.