Personalized Guidance for Faith-based Investors
Kingdom Impact Investing
If you’re an investor who wants to make sure their portfolio aligns with their faith, our team has the resources to serve you. Through a portfolio management process that screens out companies that profit from alcohol, gambling and other things that conflict with your values, we can help you pursue your goals in accordance with your beliefs. We call this process biblically responsible investing.
In addition, advisor Jim Sterling is a member of Kingdom Advisors, a professional organization dedicated to rigorous planning advice based on biblical principles. He combines his deep working knowledge of these principles with technical financial planning skills to create a comprehensive plan for your financial future. Our team is equipped to guide you in managing your wealth in alignment with your values.
Topics we cover from a biblical perspective:
- Cash flow and living expenses
- Children and education
- Goal setting
- Income tax
- Investments
- Risk management
- Stewardship
Incorporating values based investing criteria into the investment selection process may result in investment performance deviating from other investment strategies or broad market benchmarks. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor's situation is unique and you should consider your investments goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
