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Morally Directed Investing

We think it’s important to remember that money is not the focus; it’s about what your wealth can help you achieve, whether that entails giving back to charity, sending your child to college, or living comfortably in retirement. It only makes sense then that you may want to build and invest your wealth in a faith-based manner, incorporating your Christian values into your financial strategies. At Faith Investment Services, LLC, we strive to achieve this by offering our clients morally directed investing.

Morally directed investing is the ability for you to represent your values in your investment portfolio. We follow Christian financial concepts and focus on morally directed investing. This means we help clients avoid investments in the stocks of companies that contribute to or support the advancement of abortion, pornography, same-sex lifestyles, gambling, tobacco, or alcohol.

In building your morally directed investment portfolio and financial strategy, we offer a wide range of services, including:

Investment Management

We strive to help you create an investment portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Private Money Management
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • 401(k) and 403(b) Plans and Rollovers
  • Traditional, SIMPLE, SEP, and Roth IRAs
  • Fixed, Equity Indexed, and Variable Annuities

Financial Planning Strategies

Through comprehensive financial planning strategies, we strive to assist you with all elements of your finances, including your current situation and your future goals. We can assist with:

  • Retirement Planning
  • College Planning
  • Legacy Planning
  • Tax Reduction Planning
  • Business Planning
  • Charitable Giving & Ministry Planning

Insurance

Having the right insurance can help protect your financial strategy. In developing a comprehensive financial strategy, we help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

Please note that diversification does not guarantee against market losses. It is a method used to help manage investment risk.