Promoting Christian Mutual Funds for Over 20 Years
Christian Investment Services (CIS) Wealth Management Group and Christian Investment Advisors were one of the first advisory firms in the United States to promote Christian mutual funds all the way back in 1994, over 20 years ago (other terms for Christian mutual funds include Morally Responsible or Biblically Responsible). Bob Barber, the founder of CIS Wealth Management Group and Christian Investment Advisors, still remembers when Christian mutual funds were such a new phenomenon in the investment world and the mass confusion that took place between Socially Responsible Investing and Morally Responsible Investing.
Now, 20 years later, Socially Responsible Investing vs. investing in Christian mutual funds could be considered as different as liberal vs. conservative values.
Mainstream and Multiple Options When It Comes to Modern Christian Mutual Funds
Christian mutual funds have now become mainstream and CIS Wealth Management Group and Christian Investment Advisors offer many choices for those wanting their investments to line up with their conservative values. In the beginning (20 years ago), one of the only choices when it came to Christian mutual funds was the Timothy Plan Small Cap Value Fund. Today, The Timothy Plan has 13 different Christian mutual funds, and there are multiple, similar companies providing the same morally responsible investments from which to choose.
Below you will find a list and short summary of the Christian mutual fund choices we have access to at Christian Investment Services Wealth Management Group and Christian Investment Advisors that allows us to give our clients a complete selection that works with their specific needs, wants, and ethics.
Each fund listed claims to be Biblically Responsible, but this is based on differing screening criteria. By listing these funds on our website, we are not endorsing all of them. This page is simply informational about mutual funds that claim to be Biblically Responsible based on their individual definitions. In a similar manner that the Bible is interpreted in different ways, we have found Biblically Responsible is also interpreted differently. Some screening processes are much more in depth than others. Some of these fund companies will not invest in businesses if they are publicly perceived to profit from immoral agendas. Other funds will not invest in companies that profit from immoral agendas even if it is not publicly known. Other mutual funds families add additional screens to also include finding if a business profits from and contributes to immoral agendas.
If you are interested in a specific fund holding and its screening criteria, we can send you an eVALUEator® report. Some mutual fund families screen for only one or two criteria, while others screen for many more.
Mutual fund companies listed here are separated entities from Cetera Advisor Networks, LLC, CIS Wealth Management Group, and Christian Investment Advisors
The Timothy Plan
The founding mutual fund family of Biblically Responsible Investing started in 1994 with The Timothy Plan®. The Timothy Plan® offers several Christian mutual fund options. The term “Morally Responsible Investing” was first coined by The Timothy Plan, and it is also known by CIS Wealth and Christian Investment Advisors as Biblically Responsible Investing or Investing With Your Values. The Timothy Plan® is the number one Christian mutual fund family we use for Christian businesses’ SIMPLE IRA plans.
*All views expressed in the above information was obtained from The Timothy Plan Mutual Funds and may not necessarily reflect the views of CIS Wealth Management Group or its affiliates.
Investing in a mutual fund may result in a loss of principal. Carefully consider the investment objectives, risks, charges, and expenses before investing. A prospectus is available from the fund or your financial professional that contains this and other more complete, important information. Please read it carefully before investing or sending money. Distributed by Timothy Partners, Ltd. Member FINRA.
Timothy Partners is not affiliated with Cetera Advisor Networks, LLC, Christian Investment Advisors, or CIS Wealth Management Group.
We are very excited to announce that GuideStone Funds (formally the Annuity Board for Baptist ministries only), which started 97 years ago, has recently opened up the majority of their Christian mutual funds to the general public. CIS Wealth Management Group and Christian Investment Advisors are excited to be part of this offering for our client base. GuideStone Funds offers 32 choices of Christian mutual funds.
GuideStone Funds’ prospectus contains important information about the funds, including information on investment policies, risks, and fees. For your own benefit and protection, you should read it before you invest, and keep it on hand for future reference. Please contact your financial advisor for a copy of the prospectus.
Eventide Funds may be one of the newer Christian mutual fund families on the block, starting in 2008, but they have grown quickly because of their different style of investing. They are known in both the Christian mutual fund arena and the entire mutual fund industry. Since 2008, Eventide Funds has become one of the fastest growing, Christian mutual fund families.
Investors should carefully consider the investment objectives, risks, charges, and expenses of the Eventide Gilead Fund. This and other important information about the fund is contained in the prospectus, which can be obtained at www.eventidefunds.com or by calling 1-877-771-EVEN (3836). The prospectus should be read carefully before investing. The Eventide Gilead Fund is distributed by Northern Lights Distributors, LLC member FINRA.
Northern Lights Distributors is not affiliated with CIS Wealth Management Group, Christian Investment Advisors, or Cetera Advisor Networks, LLC.
Ave Maria Mutual Funds
Ave Maria Mutual Funds was originally designed for the Catholic Church and its members. However, they have now become mainstream for all Christian believers who want to invest according to Conservative values, especially those that take a strong Pro-Life stance. CIS Wealth Management Group and Christian Investment Advisors have used many Ave Maria funds in the past in our asset allocation managed accounts. Ave Maria offers five diverse mutual fund choices.
Request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or it can be viewed and downloaded from this website here. Distributed by Ultimus Fund Distributors, LLC.
Ultimus Fund Distributors is not affiliated with CIS Wealth Management,Christian Investment Advisors, or Cetera Advisor Networks, LLC.
* Schwartz Investment Counsel, Inc., a registered investment advisor established in 1980, serves as an investment advisor for Ave Maria Mutual Funds. The Advisor invests in securities only if they meet the Funds’ investment and religious requirements, and as such, the returns may be lower or higher than if the Advisor made decisions based solely on investment considerations.
Schwartz Investment Counsel, Inc. is not affiliated with CIS Wealth Management Group, Christian Investment Advisors, or Cetera Advisor Networks, LLC.
Crossmark Steward Funds
Crossmark Steward Funds apply a cultural values screening policy designed to be consistent with a Christian lifestyle. This includes avoiding companies materially involved with pornography, abortion, alcohol, gambling, and tobacco. Their funds attempt to provide investors with competitive, investment returns without compromising their personal convictions.
This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice. Sales of mutual fund shares may only be made by prospectus. Before investing in a mutual fund, you should read the fund’s prospectus and carefully consider the fund’s investment objectives, risks, charges and expenses. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.
Crossmark Global Investments, Inc. (CROSSMARK) is an investment adviser registered with the U.S. Securities Exchange Commission (SEC). CROSSMARK is the investment adviser to the Crossmark Steward Funds (the Steward Funds) as well as to other individual clients and institutions. The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA and SIPC.
15375 Memorial Drive, Suite 200, Houston, TX 77079
(800) 262-6631 NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE
Crossmark Global Investments is not affiliated with CIS Wealth Management Group, Christian Investment Advisors, or Cetera Advisor Networks, LLC.
Call (830) 609-6986 to set up an appointment with a representative at CIS Wealth Management group!
** Investing in mutual funds involves risk, including the potential loss of principal invested. Risks vary depending upon the strategy used by the fund as well as the sectors in which the fund invests. When redeemed, shares may be worth more or less than the original amount invested.
*** Past performance is not a guarantee of future results. For social, moral, and faith based investments, returns may be lower than if the investor made decisions based solely on other investment considerations, but they could also be higher.