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Think about it. Have you stopped to consider the business practices of the companies that you own in your investment portfolio? The stocks, mutual funds, and exchange-traded funds (ETF) that you own can have a profound impact on the world. At Covenant Financial Strategies, Inc. in Bel Air, MD we serve Christian investors, like you, through biblically-based financial planning and faith-based investing. Through faith-based investing, also called Biblically Responsible Investing, or BRI, you can have the satisfaction of knowing that you are helping to build a world that is pleasing to God.
So what is BRI? Watch this short two-minute video to gain a better understanding of what BRI is all about:
Are you putting your money where your values are? Make sure your faith is integrated with your finances. Contact Us TODAY for a complimentary portfolio review or a no-obligation initial consultation.
The return on moral/faith-based investments may be lower than if the advisor made decisions based solely on conventional investment considerations, but they could also be higher.
“Jane’s BRI Moment” video provided courtesy of Christian Investment Forum. Used by permission. The opinions voiced in this material do not necessarily reflect the view of LPL Financial, are for general information only, and are not intended to provide specific advice or recommendations for any individual. “BRI Screened Portfolio vs. S&P 500” chart presented within video – Source: Stewardship Partners, Bloomberg. The screened results presented in the chart are simulated and do not correspond to any real investment product. Simulated performance data is hypothetical and provided for informational purposes only. It does not reflect actual performance and is gross of any fees. The number of companies screened out of the S&P 500 during the test period (1/1/2001 – 6/30/2014) ranged from a low of 72 to a more recent high of 210 (out of 500). The S&P 500 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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