our process

Our Biblically Responsible Investment Process

We help integrate your faith and values into your portfolio.


We should all long to hear these words: “Well done, good and faithful servant. You were faithful with a few things, I will put you in charge of many things” (Matthew 25:21). Being a good steward involves managing money in a way that is consistent with your faith.  Most mutual funds fail to screen for moral or social issues, leaving your investment decisions to someone who may not share your values.

Align Investments takes three steps to align your portfolio with your faith, while also seeking investments that have strong growth potential.

  1. Avoid companies that violate biblical standards and values. Some of the types of companies we avoid include those involved in the abortion industry, those producing explicit entertainment and pornography, those conducting embryonic stem cell and fetal tissue research, companies funding and lobbying for homosexuality, those involved in vices like alcohol, tobacco and gambling, as well as companies that are harming society.


  1. Find those companies that complement your faith and values. This involves finding companies that are helping the poor and defenseless, protecting the sanctity of human life, producing morally sound entertainment, finding cures for life threatening diseases, as well as companies improving the society within which we live.


  1. Seek companies with strong profit potential. This involves finding companies in solid financial condition that have strong profit potential and/or provide strong cash flows via dividends. Our goal is to find quality companies that stay true to your values AND are profitable. This is not an either/or scenario, but rather a winning combination.

This process can help you accomplish your financial goals while also ensuring you don’t sacrifice your values.

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