Faith-Based Investing
What Does It Mean?
Faith-based investing, also known as biblically responsible investing (BRI) allows clients to better align their investments with their beliefs and values.
As financial advisors that utilize faith-based investing, our team can guide you in this journey. We want to know what is important to you, so that our recommendations reflect your values.
What Do You Value?
You make decisions every day—aligning your values with what matters the most to you, such as:
- \How you raise your children
- \How you vote
- \The charitable causes you support
Biblically responsible investing (BRI) is aligning your investments with your values. Based on your input, we use advanced screening tools to create a comprehensive investment portfolio that:
- \Avoids investments that contradict or violate your values
- \Embraces investments that represent your values
- \Engages with companies and investments to advocate for your values
Do You Know Where Your Money Is Invested?
Retirement assets, such as money held in your 401(k) or IRA, tend to be invested in mutual funds. You may not know how the mutual fund’s underlying investments are operated and may not even know what companies you own through that mutual fund. That means you have no idea if your investments align with your values.
Whether you are looking for portfolio management, planning for retirement, or creating an inheritance for your loved ones, you can meet your goals while combining your finances and faith.
Your portfolio of investment recommendations is customized to your unique beliefs and to your financial goals.
