Have you considered your values in your investment choices? For those that seek it-we have the value-added capability to help clients align investment strategy to their faith and values through Socially Responsible (“SRI”) and Biblically Responsible Investing ("BRI") criteria. For the faithful steward, BRI represents an opportunity to "set apart" the resources entrusted to them by avoiding investment in companies whose business practices are not honoring to Biblical principles. This level of screening is possible all within the primary aim of helping clients work toward individual needs and objectives.

If there is a company you want to avoid, or a life choice (pornography, arms, alcohol, etc.) that you want to avoid in your portfolio, we are happy to make that accommodation for you. Please dont be shy about asking.