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Guiding Adventist Institutions to Invest in Alignment with their Mission
Advising Seventh-day Adventist institutions since 1996
How to Align Your Investments with Your Mission?
Let us show you how faith-based investing, lowering fees, and institutional quality portfolios can work together to further your organization's Mission.
VALUES
Does this portfolio reflect what we believe?
Screening built around Seventh-day Adventist conviction seeks to exclude securities not in harmony with the religious and health principles of the church. Those screens include tobacco, alcohol, gambling, pornography, meat processing and caffeinated beverages and the rest excluded by policy, not by exception. How resources are invested is an expression of mission, not separate from it.
COST
What is this costing us over ten years?
A fee is quoted once a year, and the bill arrives every year. Put your own portfolio value and your own rate into the calculator and see the number for yourself.
EVIDENCE
Is active management worth paying for?
Over the last twenty years, roughly nine in ten active large-cap funds failed to beat the S&P 500. The data is S&P's, not ours — and it is on the page for you to read.
Does what you hold still match what your policy says?
That's the question we start with. Thirty minutes, by phone or video, at no cost and with nothing to sign.
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