Biblically Responsible Investing
Money is referenced frequently throughout the Bible, reflecting its significance in shaping personal values and financial behavior. While Scripture does not prescribe investment products or asset allocation, it offers principles that many believers seek to apply in their financial lives.
Biblically Responsible Investing (BRI) is a values-based strategy that allows clients to align their investment decisions with their faith. This approach screens companies based on business practices and issues that matter to faith-driven investors—such as stewardship, integrity, and care for others.
We use specialized screening tools to help construct portfolios that reflect these principles. While no screening method guarantees perfect alignment, this process is designed to help clients invest in a way that supports their convictions.
We also offer financial planning and charitable giving strategies that incorporate Biblical values for clients who wish to apply their faith to all aspects of their financial lives.
Please contact our team today to find out more!
"Your heart will be where your treasure is" (Matthew 6:21 NCV).
Biblically Responsible Investing incorporates non-financial screening criteria into investment selection. This may result in performance differences—positive or negative—compared to broader market benchmarks or traditional investment strategies. Investment strategies involve risk, and there is no assurance any investment will achieve its objectives or that values alignment will be fully reflected in investment outcomes. Past performance does not guarantee future results.
