Values-Based Investing
Your investments can reflect what matters most to you. At Trinity Strategic Wealth, we have access to a broad platform of values-based investing options that align your financial strategy with your personal beliefs.
Through a thoughtful selection of mutual funds, ETFs, and alternative investment options, our team works with you to build a portfolio that seeks strong financial performance while honoring your core values. We also provide ongoing education and regular portfolio reviews to ensure your investments continue to reflect both your values and goals.
Invest With A Purpose
Biblically Responsible Investing (BRI)
Biblically Responsible Investing aligns client investments with biblical values. In the past, this screening process was mainly exclusionary, meaning companies that did not meet certain criteria would not be included in a portfolio. For example, companies that support, promote or produce products specifically related to pornography, abortion, embryonic stem cell research or alcohol consumption would be excluded.
The process has since advanced to include positive inclusionary screens to encourage investing in companies that are seeking to support biblical family values, protect the sanctity of life, promote peace, or provide for the poor and needy. Additionally, the process includes companies that operate with financial integrity and guide their businesses in line with biblical values
.svg)
Office Hours
08:00 AM - 05:00 PM
Monday - Friday