Faith Based investment strategy

Investing as a Christian used to be simple. For the most part, all we had to do was avoid certain industries like alcohol, tobacco, gambling and adult entertainment, and we were good.

Things are different today. Executives are far more likely to approve donations to charities and causes that operate in direct violation of Christian principles and values. For the person of faith, owning shares of these companies can be troubling. This is especially true if the company repeatedly offends our beliefs. After all, businesses consist of people, and people make mistakes. Most of us know this and we are often willing to extend our favorite businesses a bit of grace if they blunder—it’s when the blunders become habitual that we get discouraged.

Of course, there is little agreement even among people of faith about what is and what is not acceptable. Even so, for investors who would like to put their faith first, we have a solution.

We begin with the same time-tested approach underpinning all our strategies, identifying companies that:

1. Have a sustainable competitive advantage,
2. Are trading at a reasonable value,
3. Have good prospects for growth,
4. Are profitable, and
5. Are financially healthy.

Then, we look for businesses that show, through their corporate and community actions, a desire for:

1. Protecting human life
2. Promoting human dignity
3. Enhancing the common good
4. Pursuing economic justice
5. Preserving our global common home

The result is a portfolio of companies that are not actively working against Christian values, and that are balanced across sectors and industries such that the same forces that drive the US economy also drive the portfolio.

Because we are buying individual stocks, a minimum investment amount may apply. For smaller accounts, we have other options for investors of faith.

Want to learn more? Contact us for a free consultation.