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WHAT IS VALUES BASED INVESTING?

Values based investing integrates Biblical guidelines with an investment portfolio.

This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not.

WHAT IS VALUES BASED INVESTING?

Values based investing integrates Biblical guidelines with an investment portfolio.

This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not.

Helping Clients Make Informed Decisions

CIS Wealth Management Group provides potential and current clients with the information that they need in order to make an informed decision when it comes to Values Based Investing and their current investments. It is important to know the status, views, and beliefs of various public companies. In essence, when you invest in a company, you are also supporting what that company invests in as well.

We sit down with each and every client to educate them on Values Based Investing, also known as Biblically Responsible Investing, in order to determine where their convictions lie. Our Christian wealth management firm can help you set up a complete investment portfolio that lines up with your values.

Supporting Responsible Companies

When you invest in a values based portfolio, you are avoiding supporting companies that are intentionally involved in immoral agendas that violate Biblical principles.

Investing With Values In Mind

If a company traded on an exchange is publicly known to violate Biblical principles, Biblically Responsible Investing strives to stay clear from buying those companies directly or indirectly through a separate managed account or mutual fund.

Not all investments and investment platforms can be screened, but we strive to do the best we can given the available investment options and platform limitations. CIS Wealth uses third party sources to screen investments.

Bob Nate and Mary Jo

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HOW WE ARE PAID

Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.

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WHO WE ARE

We are a Christian advisory, financial planning, and investment management firm of experienced professionals ready to serve you.

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CLIENT BENEFITS

We offer holistic wealth management with a team of experienced professionals all under one roof dedicated to serving you.

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HOW WE ARE DIFFERENT

We have a set of guiding principles that we follow based on Biblical values in order to serve clients with the utmost standard of care.

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YOU CAN INVEST WITH YOUR BIBLICAL VALUES

Our firm can create a unique investment portfolio for you utilizing Christian principles

YOU CAN INVEST WITH YOUR BIBLICAL VALUES

Our firm can create a unique investment portfolio for you utilizing Christian principles

1. Make An Appointment

We would love to get to know you and learn more about your financial goals.

2. Tell Us Your Financial Goals

Together, we can chart a roadmap for a Biblically responsible plan for your finances.

3. We’ll Make Your Plan A Reality

Begin your personal journey towards pursuing your wealth management goals.

READY TO START YOUR FINANCIAL JOURNEY WITH CIS WEALTH?

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