Independent. Objective. Professional. Biblically Responsible.
Combining Technical and Fundamental Analysis to Reduce Market Risk through a Disciplined Investment Process.
Serving Private Individuals, Corporations, Educational Institutions and Church & Faith-Based Ministries.
Over 50 years of combined investment management and stock market research experience.
Client assets custodied by industry leading Charles Schwab & Co., Inc.
We are a portfolio management company run on biblical principles with the goal of glorifying God and positioning clients for clear conscience gains.
We employ an investment decision making process, including the use of a rigorously maintained restricted list of 8 offensive industries, that brings Christian values into the investment selection, seeking investment opportunities that better represent those Christian values.
The mutual fund/ETF positions are monitored regularly for performance against their benchmarks and peers and for changes in management of the fund.
We use valuable research tools such as Investors Business Daily ® to study fundamental and technical statistics to select stocks, funds and ETF’s.
These customized portfolios are designed to meet specific needs of a client outside of our four disciplined strategies.
“If God be over us we must yield to Him universal obedience in all things. He must not be over us in one thing, and under us in another, but He must be over us in everything.” So, even how we choose to make money with His money is an important area of life stewardship.
– Peter Buckley, Biblically Responsible Investing Institute