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Faith Based Investing

Details: We personally vet each advisor for excellence in financial planning, investment performance, and investment impact. The CKA® certification is the standard of excellence for advisors who have been trained in Biblically wise financial advice.

› Verified 5 days ago

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Faith Based Investing Advisors Page — Faith Based Investing

Details: We have partnered with Faith Driven Investor to build a community of advisors pursuing excellence in faith based investing. 65-90% of people are looking for investments that align with their values. We want to send you new clients looking for Christian faith-based investments.

› Verified 7 days ago

› Url: https://www.faithbasedinvesting.co/for-advisors Go Now

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One & Done Financial — Faith Based Investing

Details: Our main areas of service including Comprehensive Financial Planning, Investment Management, and Retirement Plan Solutions. We believe faith-based investing is an integral part of how we align your money with your values. We offer 100% faith-based portfolios that strive to maximize positive impact and financial return hand-in-hand.

› Verified 3 days ago

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FEATURED FAITH-BASED INVESTMENT ADVISORS

Details: Daintree Advisors is an independent financial planning and investment advisory firm that helps individuals and families achieve their goals. Founded in 2010, we advise on over $1 billion of assets for clients across the country. Using our proprietary ’See the Forest process’, we help clients define and meet their vision, goals and core values.

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One XVI Wealth — Faith Based Investing

Details: One XVI Financial’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a relationship with the Adviser. Faith …

› Verified 2 days ago

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What is private impact investing

Details: What is Private Impact Investing? Private. Private equity is an alternative investment class and consists of capital that is not listed on a public exchange. Private equity is composed of funds and investors that directly invest in private companies.You have to be an accredited investor, to invest in private equity, and usually have to be ready to dedicate the investment dollars for extended

› Verified 7 days ago

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Providence Financial — Faith Based Investing

Details: Registered In: KS, MO. DISCLOSURE. Providence Financial Advisors, LLC’s Management’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a …

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EverSource Wealth Advisors — Faith Based Investing

Details: Registered with the SEC and notice filed In: AL, SC, TX. DISCLOSURE. Eversource Wealth Management’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a relationship with the Adviser.

› Verified 1 days ago

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Dual Mandate Investing Example: LivFul

Details: One of the best examples an investment that has a huge impact is Calvert Impact Capital’s Community Investment Note®s.. Community Investment Notes® are fixed income products that invests in a global portfolio of intermediaries and funds that finance mission-driven organizations.

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Dual Mandate Investing Example: LivFul

Details: Our advisors are always hunting for investment funds that excellently pursue a dual mandate of profit and impact from a Christian worldview. Eventide Asset Management is one of the best examples of managers that deeply understand both hands of dual mandate …

› Verified 4 days ago

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Metanoia Financial — Faith Based Investing

Details: Metanoia Financial’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a relationship with the Adviser. Faith …

› Verified 3 days ago

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Evaluating faith based investment performance — Faith

Details: Today eight companies manage more than $20 Billion in 70 funds with a 25-year track record. In 2020, the Christian Investment Forum conducted a study of all faith-based mutual funds vs their peers, and found that on average, the faith based equity funds OUT-PERFORMED by .8% per year and faith-based bond funds OUT-PERFORMED by .4% per year.

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Five essential tools for picking an advisor — Faith Based

Details: Investment advisory services are focused on investment management functions to help you implement an investment strategy. A good investment process is part of ongoing financial planning and matches your investments with your goals. If you’re looking for an investment portfolio that aligns with your values, check FaithBasedInvesting.co for a

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Why did we launch faith based

Details: Initially, I thought I would partner with the Christian Investment Forum, or Kingdom Advisors to solve this problem, but they didn’t end up being a good fit because those organizations weren’t built for the candid conversations about the pros and cons of one manager over another.

› Verified 4 days ago

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What is dual-mandate investing for Christians

Details: The second dimension is the impact your investment has on the world. Impact. Dual-mandate investing says we should maximize the positive impact of our investments and minimize the negative impact. The top companies in the impact dimension improve the lives of their employees, improve society, improve creation, serve the church, and improve the

› Verified 7 days ago

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Worthpointe Financial — Faith Based Investing

Details: Worthpointe, LLC’s Management’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a relationship with the Adviser. Faith Based Investing’s Form ADV is …

› Verified 6 days ago

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Faith Based Investing Team — Faith Based Investing

Details: Wes developed faith-based portfolios for Hopkins Investment Management, an SEC Registered Investment Advisor. Prior to his career in investing, Wes was a Naval Flight Officer on the P-3 Orion where he was a decorated Mission Commander in the Middle East and Western Pacific. Wes has a degree in Mechanical Engineering from US Naval Academy.

› Verified 1 days ago

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Spectrum Wealth — Faith Based Investing

Details: Spectrum Wealth Management offers Faith-Based Investing portfolios that are designed for positive impact in our communities, the world, and for the Kingdom.Each portfolio is engineered with a philosophy of Goal-Based Investing: an investment approach which seeks to optimize specific short-term and long-term goals within your desired time frame.

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Daintree Advisors — Faith Based Investing

Details: DAINTREE ADVISORS, LLC’s Management’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a relationship with the Adviser. Faith Based Investing’s Form ADV is also available below.

› Verified 2 days ago

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Wise Wealth — Faith Based Investing

Details: Registered with the SEC with notice filings in: KS, MA, MS, OH, TX. DISCLOSURE. Wise Wealth’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a relationship with the Adviser.

› Verified 6 days ago

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FIND AN ADVISOR (OLD) — Faith Based Investing

Details: Our main areas of service including Comprehensive Financial Planning, Investment Management, and Retirement Plan Solutions. We believe faith-based investing is an integral part of how we align your money with your values. We offer 100% faith-based portfolios that strive to maximize positive impact and financial return hand-in-hand.

› Verified 2 days ago

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BMSS Wesson — Faith Based Investing

Details: BMSS Wesson Wealth Solutions’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a relationship with the Adviser. Faith Based Investing’s Form ADV is …

› Verified 6 days ago

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One Ascent — Faith Based Investing

Details: One Ascent’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a relationship with the Adviser. Faith Based Investing’s Form ADV is also available below.

› Verified 5 days ago

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Bright Portfolios — Faith Based Investing

Details: Bright Portfolios’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a relationship with the Adviser. Faith Based Investing’s Form ADV is also available below.

› Verified 2 days ago

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Beacon Wealth — Faith Based Investing

Details: Registered with the SEC and notice filed In: FL, NJ, PA, TN, TX, VA, WV. DISCLOSURE. Beacon Wealth’s Disclosure Brochure is available below. This is required under the Investment Advisers Act of 1940, as amended, and is required to be provided to any client or prospective client before establishing a relationship with the Adviser.

› Verified 8 days ago

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Dual Mandate Investing Example: Next Door Photos — Faith

Details: The investment has been profitable, and their impact is amazing, creating 300 on the way to 10,000 jobs for vulnerable and victimized people. “ Next Door Photos is on a mission to create 10,000 jobs for vulnerable and victimized people.

› Verified 7 days ago

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