Faith-Aligned Investing
If you want your investments to reflect your Christian convictions, we will help you understand what you own and decide whether portfolio screening belongs in your plan.
Terms such as Christian investing, faith-based investing, and biblically responsible investing can mean very different things. We begin by asking what concerns you and what you hope a screened portfolio will accomplish.
The answers are rarely simple. A large company may operate across dozens of business lines. A mutual fund or ETF may own hundreds of companies. Screening information depends on definitions and data that can change or be incomplete.
No screen can settle every moral question that comes with investing in a complex economy. It can still be a useful way to act on a matter of conscience when its limits are understood.
How portfolio screening works
Identifying the activities or industries you want to address
Explaining how different screens define those activities
Comparing screened and unscreened investments
Reviewing the effect on diversification and sector exposure
Examining costs, taxes, and possible performance differences
Coordinating the strategy with your income needs and time horizon
Monitoring the portfolio as investments and screening data change
If you choose to use a screen, we can help build or select a strategy around the concerns you have identified. Portfolio design, implementation, and monitoring are available only to advisory clients under the applicable agreement.
Screening can narrow the available investment choices. It may increase concentration, change costs, create tax consequences, or cause performance to differ from a broad market benchmark. We will explain those effects before you decide. Diversification does not guarantee a profit or protect against loss.
Room for Christian conscience
Faithful Christians may reach different conclusions about portfolio screening. We respect that.
Owning shares in a public company does not mean you approve of every decision made by that company. At the same time, many investors reasonably want to know where their money is invested and whether certain holdings trouble their conscience.
Our job is to help you understand the choices and their consequences. We respect the convictions that led you to ask while recognizing that no single screening method is required of every Christian.
The rest of the portfolio still matters
Screening is one part of investment stewardship. Diversification, appropriate risk, reasonable costs, patience, and a sound investment process still matter.
You do not need to arrive with a list of companies to avoid. We can start with your questions, review the available approaches, and help you choose an investment strategy you understand and can follow with a clear conscience.