Program Description

The Faith Based Strategy models are professionally-managed, diversified, risk-based allocations offering investors the opportunity to align their morals, values, and convictions with their personal investments. Allocations include actively-managed mutual funds and ETFs that pass inclusionary and exclusionary screens for fundamental religious values. The primary goal is to empower investors with passionate religious convictions

What Makes Faith-Based Unique

• Ability to align investments with religious values and convictions
• Inclusionary and exclusionary screening processes for various faith-based criteria
• Offers a combination of actively-managed mutual funds and passively-managed ETFs
• Independent due diligence and portfolio