Know What You Own

Your investment accounts may hold shares in companies whose products and practices you have never considered. Faith based investing begins by asking whether those holdings reflect your convictions and what you want your capital to support.

How We Evaluate Investments

We can review business activities a client may wish to avoid, consider companies whose products and practices serve people well, and examine how investment managers use their ownership voice. We also evaluate financial factors such as diversification, fees, risk, and the role each holding plays in your plan.

Different investment managers use different screens and thresholds, and Christians may reach different conclusions about a company. We help you understand the method and its limits so your choices are informed and personal. No screen can perfectly capture everything a company does.

Investing as Part of Stewardship

The aim is to be thoughtful about both the resources entrusted to you and the people affected by their use. We want your investment decisions to fit your financial responsibilities and the values you hope to practice, today and across generations.