Faith-Based Investing
What is Faith-Based Investing*?
We are each called to be good stewards of the gifts we’ve been given. Faith-based investing* seeks to reflect that calling by incorporating your values into your financial decisions. It provides a framework to help investors:
- Avoid certain industries or activities that may conflict with their beliefs (such as gambling, pornography, or abortion-related businesses)
- Support companies whose products and services contribute positively to human flourishing
- Thoughtfully engage with companies on issues that matter.
Most companies, like most people, reflect a mix of positive and negative choices. Through shareholder engagement, investors may have opportunities to encourage companies toward practices and choices that better align with their values. Certain faith-based mutual funds and ETFs participate in corporate engagement consistent with their Christian shareholder objectives. As interest in these strategies grows, investment managers may have increased opportunities to represent Christian shareholders through their corporate engagement efforts. Contact 360 Integrated Financial to learn more about how this approach works.
Our Approach
What makes the 360 Integrated Financial approach different?
As a Certified Kingdom Advisor (CKA), Dan Hamlet focuses on helping Christian clients align their investment and financial choices with their Christian values. The approach is holistic and stewardship-focused, considering your full financial picture—not just individual accounts.
The Faith-Based Opportunity
Why should you consider Faith-Based Investing*?
Faith-based investing* offers an opportunity to align your financial decisions with your personal convictions. Research suggests that certain faith-based strategies have produced results comparable to broader market approaches, though performance will vary. This approach may allow investors like you to participate in the markets and stay faithful to your beliefs. Contact 360 Integrated Financial to explore whether faith-based investing* is appropriate for your situation.
*Faith-Based Investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller
