Frequently Asked

Quiet answers to careful questions.

A few of the questions families bring to me most often, answered plainly. If yours is not here, I would be glad to hear it.

Part I

Stewardship

It is the conviction that everything we hold has been entrusted to us — and that the way we invest, give, and pass on what we have is part of how we answer for it. It is broader than tithing and deeper than screening.
Not quite. Generic faith-based investing usually applies a thin screen to a conventional portfolio. Authentic Catholic stewardship begins earlier — with the orientation of the work itself — and engages the moral tradition of the Church more fully.
No. I work with families across a wide range of circumstances. What matters most is that you take stewardship seriously and want to begin a thoughtful conversation about it.

Part II

Families, business owners, retirees, clergy, and Catholic institutions who want their financial life to reflect what they believe, and who are willing to think about it patiently. I am a good fit for people who want a guide and a long relationship, and a poor fit for anyone looking chiefly to chase performance.
It is a conversation, not a presentation. We sit down — in person, by phone, or by video — and I ask about your family, your work, your convictions, and what prompted you to reach out. If it is helpful, we walk through what you currently own and what it actually supports. There is no cost for that first conversation and no obligation to continue.
Gladly, and I would encourage it. Some families bring me in alongside an existing advisor for a specific part of their stewardship rather than moving everything. I see myself as one part of a faithful team gathered around a family's flourishing, not a replacement for the people who already know you well.
In my advisory work, yes. My duty is to the families and institutions I serve. Where I act in a brokerage capacity, a different standard of care applies, and I disclose that plainly. Please see Cambridge’s Form CRS and the disclosures page for the governing detail.

Part III

Two ways, and I tell you which one applies before any engagement begins. Most of my advisory work is fee-based — an ongoing fee tied to the assets I manage or advise on. Certain products, particularly insurance and annuity work, are commission-based and pay me through the issuing company. I put the arrangement in writing beforehand, and I am always willing to talk through how a recommendation affects what I am paid.
For strategies managed through Arimathea, the applicable minimums are $25,000 for general accounts and $35,000 for tax-advantaged accounts.
I do not accept compensation arrangements that would compromise the advice I give, and I disclose every form of compensation I receive in writing.

Part IV

Almost never all at once. I move thoughtfully, with attention to tax considerations, transitions, and the rhythms of your life. Stewardship is not a sudden movement.
In person where I am local, and by phone or video elsewhere.
Yes. Institutional stewardship is a meaningful part of my practice.

Part V

No. Hunyor Stewardship is an independent practice. Fidelity to Catholic teaching here is a matter of conscience and craft, not affiliation.
Not at all. I am most often sought out by Catholic families, but I welcome any family whose convictions align with the way I work.

Still wondering

I answer every thoughtful question I receive, even from those who never become clients.