I believe the same goes with investing. We can either attempt to invest in a way that is pleasing to God or invest in things He is against. When I meet new potential clients, I often ask two very important questions:
“Do you know where your money is?”
“Do you know how your money is invested?”
Most people answer “no’ to both of these questions. Off the top of their heads, they probably have only a rough idea of how their portfolios are allocated – and why. Most of all they are unaware they may be investing in companies profiting from abortions, pornography, gambling, embryonic stem cell research, tobacco, alcohol, homosexual activism, and a whole host of other important moral issues.
If you took time to have someone analyze your investment portfolio (401K, Roth, IRA, Mutual Fund, and other investment accounts), you would know exactly where you stand. Transparency is a characteristic of a good relationship between an investment client and an investment advisor.
Many investors do not have that kind of relationship where their advisor shares the same faith and values and I believe this is incredibly important. How about you? Do you know the details of how you are invested? If you don’t, why settle for such uncertainty? You have an alternative. I provide a boutique style of investment analysis and have access to tools that allow me to get a snapshot of your portfolio allocations, financial status, and see if your investments line up with your faith and values. Contact me to today and let’s spend 30 minutes getting to know one another and see if there may be a business fit.