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Are you a Christian interested in aligning your investments with your religious values?
A style of faith-based investing, also known as Biblically Responsible Investing (BRI), allows Christians to allocate their savings to companies and investment products that have been screened for their commitment to upholding Christian values.
What is Biblically Responsible Investing?
According to Pax Financial Group, Biblically Responsible Investing (or Biblically Inspired Investing):
Is a branch of faith-based investing. In faith-based investing, you invest in accordance with your religious beliefs. For biblically inspired investors, the faith in question is Christianity and the guide is the Christian Bible. Avoid companies with any degree of participation in activities that are inconsistent with biblical values. If a company spends time and money on an activist agenda that doesn’t align with Biblical values, it doesn’t belong in a Biblically-inspired wallet.
You will likely find dozens of Christian financial advisors in your community who are qualified to help you achieve your money goals with a personalized plan. But it can be harder to find a Christian counselor with the education, resources, and dedication to build portfolios that meet rigorous BRI screens and standards.
Fortunately, many financial advisors offer virtual services so that you can meet online wherever you (or they) live. This means that you can choose to hire a financial advisor who lives hundreds of miles away if you decide that their knowledge of biblical responsible investing can help you achieve results that are completely in line with your Christian values.
👨💻 Smart Money Insights for BRI Investors
This page is divided into sections to help you quickly find the information you need and get answers to your questions:
Q&A with financial advisors specializing in Biblical Responsible Investing (BRI)Get answers to your Biblical Responsible Investing (BRI) questions Browse related articles
– Financial Advisors Specialized in Biblically Responsible Investing (BRI) –
Three questions with Darryl Lyons
We asked San Antonio-based financial advisor and BRI specialist Darryl Lyons to answer three questions to help investors learn more about investing according to the principles of Biblical responsible investing.
Question: If you meet Christians who are unfamiliar with Biblically responsible investing, what is a common question you hear from them about BRI investing, and how do you respond to it?
Darryl: Some people worry about performance, and rightly so. A lot of research has been done on this topic lately. Much of that research found that there was no decline in performance when screening for values. You might even assume that you are reducing portfolio risk by avoiding companies that violate human rights, promote and sell pornography, or simply use their profits for political ends.
While we cannot talk about future performance, in our experience there has been no material difference between investing in faith-based companies and secular companies.
Q: Since you started managing portfolios with BRI principles, has it become easier or more challenging to research and find investments that meet your expectations? How has your investment approach evolved as a result?
Darryl: As consultants, we rely on outside managers and research tools to screen companies. We’ve found that many of these tools adapt to information. The consumer is the best source of this information.
For example, an investor may identify a company with a record of misconduct that has crept through the screens. This information is vital because it tells the systems how to tweak algorithms so that it doesn’t happen again.
Now the systems are getting good. Technology has made this faith-based trend a reality and will only get better.
Meet Darryl:
Check out Darryl’s profile page on Wealthtender or visit his website for more information.
Are you a financial advisor specializing in BRI?
✅ Be added as a BRI Specialist in our next monthly update (subject to availability and qualification criteria.)
✅Sign up today and join financial advisors who attract their ideal clients on Wealthtender
✅ Or request more information by email:
Q: For investors interested in moving an existing portfolio of investments to a BRI portfolio, how do you suggest they proceed to ensure a smooth and tax-efficient transition?
Darryl: The good news is you can. One thing we can do is respect a family’s capital gains budget. For example, if you tell us that we are willing to accept a capital gain of $20,000 each year for the next three years, we will make it within our budget. At the end of the three years, we can be fully invested in a BRI portfolio. As advisors, we can of course adapt this approach to any family situation.
🎙️Podcast Warning: Listen to Darryl Lyons on Retirement in Texas Podcast Discussing How Biblically Responsible Investing Works
Subscribe to the Retirement in Texas Podcast: Apple | Spotify | Google | iHeart radio | Website | Asset manager profile
https://open.spotify.com/episode/08pgc70sj2ivp4Ri7bV3wa?si=7cXYjEd3Qhi3ZhR_D_98hA
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About the author
Brian Thorp
Founder and CEO, Wealthtender
Brian and his wife live in Texas and enjoy the diversity of Houston and the vibrancy of Austin.
With over 25 years of experience in the financial services industry, Brian applies his experience and passion at Wealthtender to help more people enjoy life with less money stress.
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Disclaimer: To make Wealthtender free for our readers, we earn money from advertisers, including financial professionals and companies that pay to be featured on our platform. This creates a natural conflict of interest when we favor our clients’ promotion over other professionals and companies not featured on Wealthtender. Find out how we work with integrity to earn your trust.
This post Looking for a Biblically Responsible Investing (BRI) Financial Advisor?
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