Biblically Responsible Investing with a Fee-Based Fiduciary Advisor
Most investors are never even shown Biblical Responsible Investing (BRI) as an option. As an independent Registered Investment Advisor, we help you see what you actually own, remove what conflicts with Biblical convictions, and rebuild a portfolio that seeks growth, income, and impact—without turning your back on your values. It starts with a free screen of your existing portfolio so you can see, in black and white, what you’re really invested in.
Foundations of Biblically Centered Stewardship
Values Screening
Our team screens out companies involved in activities that conflict with Biblical principles, so your investments don’t quietly support what you oppose.
Active Shareholding
Ownership provides a platform for advocacy. We leverage professional managers who can engage with company leadership on issues that matter to faith‑minded investors.
Impact Investing
We prioritize backing enterprises that uphold human dignity, strengthen families and communities, and reflect Biblical values in how they operate.
The Advantages of Investing Through a Scriptural Lens
- Sacred Stewardship: Align your assets with your faith while still pursuing long‑term growth and income.
Moral Clarity: Know what you own and avoid quietly funding activities that conflict with Biblical convictions.
Coordinated Planning: Integrate BRI into your broader retirement, income, and estate strategy with a fee‑based fiduciary advisor.
Specialized Partnership: We work with Inspire Investing, a leading Biblically Responsible Investing asset manager, to access institutional‑quality research, screening, and portfolio management for our clients.
Our Structured Strategy for BRI
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Rigorous Data Filtering
We utilize advanced analytics and third‑party research to remove entities that do not meet Biblical and ethical criteria.
Executive Ethics Analysis
We examine corporate behavior, leadership decisions, and business practices to favor organizations that better reflect Biblical values.
Portfolio Architecture
We build resilient, diversified portfolios that seek competitive returns while honoring your convictions and managing risk.
Get a Free Screen of Your Existing Portfolio
Do you have investments that don’t line up with your values? We can show you—for free. We use screening data from Inspire Investing to help reveal what you actually own and explore alternatives that better reflect your Biblical convictions.