Expertise for the big picture and finer details

Christian  Values Strategies

Over the years we have had a number of clients ask us to develop strategies based on Christian values. These strategies are offered at different risk levels and utilize a select number of mutual fund companies that screen securities based on Christian values, morals and teachings. These screenings support values shared across different Christian churches and can also be used to choose individual securities for clients.

Please let us know if you would be interested in learning more about these strategies.

All investing is subject to risk, including loss. There is no assurance that any investment strategy will be successful.