Investing With Your Values
What Is Values Based Investing?
Values based investing integrates Biblical guidelines with an investment portfolio. This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not.
Helping Clients Make Informed Decisions
Christian Financial Advisors provides potential and current clients with the information that they need in order to make an informed decision when it comes to Values Based Investing and their current investments. It is important to know the status, views, and beliefs of various public companies. In essence, when you invest in a company, you are also supporting what that company invests in as well. This is where Christian financial advisors like Christian Financial Advisors come into play. We sit down with each and every client to educate them on Biblically Responsible Investing and to determine where their convictions lie. If you are new to investing, we can help you set up a complete investment profile that lines up with your values.
Supporting Responsible Companies
When you invest in a values based portfolio, you are avoiding supporting companies that are intentionally involved in immoral agendas that violate Biblical principles.
Investing With Values In Mind
If a company traded on an exchange is publicly known to violate Biblical principles, Biblically Responsible Investing strives to stay clear from buying those companies directly or indirectly through a separate managed account or mutual fund.
Not all investments and investment platforms can be screened, but we strive to do the best we can given the available investment options and platform limitations. Christian Financial Advisors uses third party sources to screen investments.
The views expressed represent the opinion of Christian Financial Advisors®. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Christian Financial Advisors® believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Past performance is not indicative of future results. For any discussion of equity securities: Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. For any discussion of taxes: Christian Financial Advisors® does not provide tax advice and encourages you to seek guidance from a tax professional.