Faith & Retirement – Episode 48: Review of 2024 – What Went Right and What Went Wrong?
Jan 06, 2025
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Guiding your wealth,
Transforming the Kingdom
Our mission is to empower investors by aligning their financial decisions with their spiritual values. We also work to foster a community where faith and finance intersect harmoniously.
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About Faith Investor Services
At Faith Investor Services we seek to provide investors with tools to align their portfolios with their values and meet their financial goals. We exist because for too long investors have lacked sufficient choices and viewed faith-based investing as an “either/or” decision. We believe that over time it is possible to have both, it is about faith and performance.
We serve financial advisors by offering active ETFs that can be used as core holdings as they build financial plans and invest according to Biblically Responsible Investing principles. Additionally, we have a full-service wealth management business that works directly with clients to guide their financial decision making.
Services
Investment Management
Whether you come to us with an existing portfolio, low-basis/concentrated positions, or with cash proceeds from a business sale or inheritance, our team of investment professionals spends time getting to know your unique needs and goals.
Funds – Faith Investor Services offers Exchange Traded Funds (ETFs) with a variety of investment objectives that are used by financial advisors and individuals to align their investment with their faith. We partner with high quality investment managers from various faith-based organizations as sub-advisers to our funds. These experts live and breathe their respective values every single day, and they know our investors do too.
Together, we can provide the ability to invest in strategies developed with specific religious values as their core purpose, enabling our clients to be confident that their investments align with their beliefs and are doing good in the world.
Wealth Management
FIS believes a well-crafted financial plan expresses your most meaningful values and goals. Our process allows your goals to become clear and your actions focused, allowing you to proceed with confidence.
Strategy
- Life insurance
- Retirement planning
Legacy
- Estate planning
- Charitable giving
Investments
- Education planning
- Business planning consultation
Fiduciary
- Insurance assessment and risk management
- Tax planning
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