Episode 79: Investing with Impact: How ETFs Can Help Align Your Wealth with Biblical Values
In this week’s episode,  Jay Peroni, CFP  and special guest Mark Riefer, Portfolio Manager of the FIS Bright Portfolios Focused Equity ETF (ticker: BRIF) explore how Christians can align their investments with biblical values without sacrificing performance.

Mark introduces Bright Portfolios’ proprietary “3 Ps Moral Audit” system—Process, Products, and Priorities—which screens companies based on how they operate, what they produce, and how they use their profits. Products are given the most weight because they reflect a company’s core mission and value to society.

Jay emphasizes the spiritual responsibility of investing. Citing Matthew 6:21—“Where your treasure is, there your heart will be also”—he explains that investing is not neutral. Investors profit directly from a company’s practices, whether righteous or harmful. Jay shares a powerful client story about a couple who were shocked to find their retirement accounts supported abortion and trafficking-related businesses. After switching to a biblically responsible portfolio, they found peace knowing their money aligned with their faith.

Addressing common objections, both Jay and Mark explain that faith-based investing does not mean compromising returns or diversification. In fact, companies with strong ethics often have better long-term performance.

Whether you’re unsure what your portfolio supports or you’ve been thinking about aligning your money with your values, this episode provides a clear next step. Jay offers free ethical portfolio screenings and consultations at faithandretirement.com.

Your money is working—but for what? Visit faithandretirement.com to schedule your free portfolio review and discover how faith-aligned investing can create both impact and peace of mind.