Where Investing Aligns With Faith | Biblically Responsible Investing for RIAs

Where investing aligns with faith

 

Biblically-responsible investment models for RIAs

 
 

Money should do good for all. 

But most investments only focus on returns. For people of faith, this shouldn't be enough. It should be possible to get returns that match—and possibly outperform—the market without sacrificing or compromising their beliefs. And without having to build a model on your own. 

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Welcome to Bright Portfolios.

We build and manage investment models following biblical principles. Each investment is carefully selected to ensure it creates value and provides a return for investors. Faith-driven investors should be able to get good returns and do good in the world. Your clients get this when you use Bright Portfolios.

 

Outsource investment management

So you have more time for clients.

Get access to a variety of models

So you have an option for every client.

Align investments with client beliefs

So they stay with you longer.

Built on the goal of good returns.

What do we mean by “good returns”? Good returns on the investments + returns you feel good about.

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Here’s how it works

We pick and monitor the funds based on a carefully selected criteria.

You choose the model on your model manager platform.

Rest easy knowing we handle it all while you grow your firm. 

Answers to some common questions

“Is it hard to get started?”

We make it easy to start. Just login to your model manager platform, and select the model that best fits your clients. Contact us if you have any questions.

“Is this expensive?”

We don’t like high fees. That’s why we started Bright Portfolios in the first place. You get professionally managed biblical investments at an excellent rate.

“Biblically based means it’s not as good, right?”

Our models match the market and often outperform the market as a whole. It’s as if focusing on doing good is good for business. Of course, past performance is not a guarantee of future results.

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What is Biblically Responsible Investing?

 

Sometimes called Faith-Driven Investing, this investing approach ensures each company creates value in the world, not just extract value for shareholders. This includes evaluating what they sell, what they support, and how they make money.

 

After starting his career as a teacher and a coach, Stephen took his passion of educating others and adapted it to the financial services industry. He was motivated by the desire to bring financial wisdom to his clients, which he has been doing for over a decade. Stephen enjoys working with people who share his belief that wealth is a tool that needs to be managed wisely in order to produce the best results. He provides financial education and motivation through workplace financial education workshops and he provides financial inspiration and instruction to churches and faith-based organizations.

Stephen resides in Lee’s Summit, Missouri with his wife Amy, and they have four children together. He enjoys traveling, spending time with his family and is an avid sports fan. He is active in his local church, sits on several non-profit boards, is involved in international missions and is a significant contributor to many philanthropic endeavors.

After graduating with a degree in Financial Management, Ben began his career in the financial industry. He has been providing investment advice and managing investments for almost a decade. Ben continued his education, earning an MBA from University of Kansas, the Certified Kingdom Advisor designation, and the Chartered Financial Analyst® designation, the most respected and recognized investment management designation in the world.

Several years into Ben’s financial career, his eyes were opened to the concept of Biblically Responsible Investing. It’s because of the convictions God placed on his heart regarding BRI that he felt led to start Bright Portfolios.

Ben resides in Grain Valley, MO with his wife Shelby, and they have three children together. He loves spending time with family and friends, serving in the local church, and anything competitive.

Through our partners, we work with the following custodians:

If your custodian is not listed or you work with a broker/dealer, contact us to see how we can help.

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Have questions? Want to learn more?