Christian Values Portfolio​

Faith.Investments.No Compromise.

 

For clients who would like to align their investments with their faith, we offer as an option our Christian Values Portfolio. Customized for each client's individual risk profile, the Christian Values Portfolio has these characteristics:

 

1. Portfolio broadly and deeply diversified for potentially increased return and for potentially reduced risk. 

2. Professional money management using select investment firms.

3. Christian values screening at the investment level. Generally speaking the managers will not invest in any company in the abortion or pornography industries. Most will also not invest in liquor, tobacco, and gambling companies.

4. Use of our WealthProtect System to potentially reduce equity downside risk.

 

For more information on this portfolio,

 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy assures success or protects against loss.