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FAITH-BASED INVESTING

We offer investment options that have gone through rigorous screening processes in order to align with a biblical worldview and filter out key concerns for the individual faith-based investor. We help you navigate a world of imperfect investment opportunities using principles of godly stewardship.

faith-based investing

WHAT FAITH-BASED INVESTING IS

Faith-Based Investing (also known as Biblically Responsible Investing or Faith-Driven Investing) is an investment approach that aims to align investment choices with biblically-based values.

How Faith-Based Investing Works

Faith-Based Investing operates from a three-fold approach of negative and positive screening of potential investments, as well as shareholder engagement:

Negative Screening (Avoiding) – seeks to screen out investments in companies whose products or services result in destruction, exploitation, or contribute to addiction. Some examples include (but are not limited to):

  • Alcohol and tobacco

  • Gambling

  • Abortion

  • Adult entertainment

  • Human rights violations

  • Harmful exploitation of the earth

Positive Screening (Embracing) – seeks out companies whose products or services create and provide value, promote human flourishing, and lift up society.

WHY FAITH-BASED INVESTING MATTERS

Investing represents ownership in a company, whether through owning individual shares of stock or through ownership of mutual funds and exchange-traded funds that hold shares of publicly traded companies. The holder of those shares of stock has a vested interest in the success of that company, since shareholders benefit from the profits of a company in the form of dividends, capital gains distributions, and the growth of the stock itself.

As Christians, we are called to worship the Lord in every aspect of our lives (1 Corinthians 10:31), including with our finances. God’s word has a lot to say about money. The Bible directs how to spend, give, save, and invest. Loving our neighbors and investing wisely for the future are not mutually exclusive. Faith-Based Investing seeks to unite the call to be wise stewards of our investment resources with the God-given mandate to love our neighbors as ourselves.

HOW FAITH-BASED INVESTING IS IMPLEMENTED IN A PORTFOLIO

Our firm utilizes a combination of approaches in order to implement our Faith-Based Investing portfolios. We offer reputable, high-quality, faith-based mutual fund and exchange-traded fund options from various faith-based fund providers. In addition, we use multiple screening tools in our due diligence process to help identify investments that align with your values. We also aim to fulfill our fiduciary duty to act in your best interest by using investments with competitive performance and fees relative to their fund peers.

FREQUENTLY ASKED QUESTIONS

Isn’t this just another form of legalism?

Will my investment performance suffer by screening out potential investments?

Is this just something for Christians?


Scriptural Support for Faith-Based Investing

  • Matthew 25:14-30

  • 1 Corinthians 10:31

  • Matthew 5:13-16

  • Proverbs 16:8

  • Ephesians 5:11

  • Psalm 24:1

  • Proverbs 3:9

  • Mark 12:30-31

  • and many more...

Other Faith-Based Investing Resources

There are many, many faithful people who have gone before and paved the way in growing the Faith-Based Investing movement. Here are just a handful of helpful resources to find out more about the “why” and the “how” behind Faith-Based Investing:

Schedule a Free Consultation with Our Certified Kingdom Advisors.

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JON DAVIS, CFP®, CKA®

Financial Advisor