Investment Management
Actively managed portfolios aligned with your values, goals, and risk tolerance — all screened through our Biblically Responsible Investing framework before rigorous financial analysis.
Our Approach
Your Money, Managed with Purpose
We start with a thorough discovery process to understand your goals, attitude toward risk, and how your investments fit into your overall financial picture. Once we've determined the right strategy, we get your money working for you — actively managing and adjusting your portfolio based on economic conditions while keeping it aligned with your biblical values.
Through our active management, we make changes on your behalf and adjust portfolios based on economic events and indicators. Our ongoing process includes periodic reviews to ensure your strategy continues to follow the path to your goals.
Our Investment Principles
Seven Principles That Govern Our Investment Process
Based on wisdom, years of experience, and scriptural principles found in Ecclesiastes 3:1-8 and 11:2, these seven principles guide every investment decision we make on your behalf.
Never Let Emotions Dictate Investment Decisions
We never allow emotions, feelings, social media hype, or professional doomsayers with ulterior motives to dictate how we manage portfolios. Discipline and wisdom guide every decision.
Active, Forward-Looking Management
We consistently monitor and actively manage using a forward-looking approach — learning from market history and past lessons while staying focused on what's ahead.
Invest in Responsible Companies
We invest in companies that demonstrate:
- Pro-family values and positive societal contributions
- Products and services people need: food, shelter, healthcare, technology, transportation
- Fair pay, good benefits, retirement plans, and safe working environments
- Compassion toward employees and care for God's creation
Avoid Companies That Contradict Biblical Values
We screen out companies that support destructive behaviors, profit from gambling, tobacco, alcohol, pornography, or abortion, support organizations like Planned Parenthood, or promote agendas that contradict biblical principles.
Rigorous Financial Analysis
Once companies pass our values screen, we analyze income statements, profitability metrics, price and valuation ratios, free cash flow, return on equity, and top analyst consensus recommendations to ensure strong financial fundamentals.
Strategic Diversification
We diversify across large, mid, and small-cap companies, across value, growth, and blend styles, and across different sectors and countries — managing risk while pursuing broad market opportunity.
Client-Specific Strategy
Every client receives an investment strategy tailored to their unique short- and long-term needs — whether that's retirement income, emergency reserves, college funding, or legacy building.
Portfolio Models
Five Strategies Matched to Your Needs
We diversify your investment dollars across actively managed portfolios that correspond with your goals, risk tolerance, and time horizon.
Ultra Conservative
Fixed-income only. Focused on generating interest with no stock market exposure.
Conservative
Interest-focused with some growth potential. Never more than 20% in stocks.
Moderate
Balanced emphasis on income and growth, weighted based on economic outlook.
Growth
Up to 80% stocks with remainder in fixed income. Higher growth potential.
Aggressive
Up to 98% stocks. For those with high risk tolerance and long time horizons.
Account Options
Investment Accounts We Manage
We work with a wide range of account types through our custodial relationship with Schwab.
Ready to Steward Your Resources with Confidence?
Schedule a complimentary consultation to learn how we can help you align your finances with your faith.