Faith Based Investing

You can create an investment plan according to your religious beliefs. Many faith-based portfolios exclude companies that promote pornography, weapons, gambling, alcohol, tobacco, abortion and the like. Additionally, a faith-based portfolio can be designed not only to avoid certain companies and industries, but to be focused on companies involved in societal change. Some areas include affordable housing, renewable energy, responsible lending, etc.

We would be happy to put your investments through our screening software and provide you with a detailed report that will identify investments which are not consistent with your ethical or moral beliefs. We will also provide you with recommendations for your portfolio or company retirement plan.

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