Biblically Responsible Investing
Your Investments Can Reflect
What You Believe
For investors who want their portfolio to align with their faith, we offer biblically responsible investment strategies, otherwise known as Christian financial strategies, integrated into a comprehensive financial plan while still maintaining the same level of ongoing oversight as in a traditional investment portfolio.
Many Christian Investors Feel A Disconnect
Between Their Faith and Their Portfolio
You try to live out your values in every area of life, but when it comes to your investments, you may have no idea what companies your money is actually supporting.
Your index fund may own companies you’d never choose
Broad market index funds often include holdings in industries that conflict with Christian values such as the abortion industry and the adult entertainment industry. They also may invest in "vice stocks" that some may not wish to support, such as gambling operations, alcohol, tobacco companies and more.
Most advisors never ask about this
Faith-based investment preferences are rarely part of a standard financial planning conversation. Most investors don't know how their money is being used. Fewer still know that there are options to avoid funding industries that are at odds with their faith.
Your money has influence whether you intend it or not
Capital shapes culture. The companies we invest in gain resources to innovate, expand and impact the world around us. Many investors simply haven’t been shown how their portfolios connect to that broader influence. Biblically responsible investing provides an opportunity to steward your resources in a way that intentionally reflects your beliefs and priorities.
Faith-Aligned Investing as Part of a Sound Financial Plan
Biblically responsible investing, sometimes called faith-based investing or Christian financial strategies, involves building a portfolio that avoids companies whose primary business activities conflict with biblical values, while seeking to support companies that align with them.
We integrate biblically responsible investment options into a comprehensive financial planning framework. This means your faith-aligned portfolio is still designed with your goals, time horizon and risk tolerance in mind, not only your values. The two don’t have to be in conflict.
We understand that what “biblically responsible” means can vary from one investor to another. That is why we take a relatively broad approach when screening investments.
Biblically responsible investing might be right for you if...
You want to align your investments with your faith while still maintaining your financial goals
You view wealth as stewardship, not just accumulation
You’re concerned that your existing portfolio may own companies that conflict with your values
You want to align every area of your financial life with your faith
Common Screening Criteria
Biblically responsible investment strategies typically seek to avoid companies with significant involvement in areas such as:
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Abortion
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Gambling
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Tobacco
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Adult Entertainment
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Alcohol Production
Important Disclosure:
Faith-based investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and therefore, investors may forego some market opportunities and the universe of available investments will be smaller.
Invest in Alignment With What You Believe
If you’d like to explore whether a biblically responsible investment strategy might be right for your situation, request a complimentary introductory call to see if working together is a good fit. We work with clients locally in Coeur d'Alene - Post Falls, ID and surrounding north Idaho communities. We also work with clients virtually across the United States and in select US territories.