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Faith-Based Investing

Is it possible to invest in companies that treat people and the environment well WITHOUT sacrificing your goals? We believe the answer is yes when you look at Sound’s Faith-Based Investing approach. 

Faith-Based Investing White Paper

Almost 3 out of 4 Christians don’t realize Faith-Based Investing even exists!

When you invest, you’re helping a company expand its reach and grow. We want to help the companies that will use that expansion for good. That’s why we screen out those that profit from human rights abuse, human trafficking, pornography, and other actions. That’s the first step in our process to create a group of companies to consider that keep our decisions pure and true to our calling.

God gives us direction - even for our money.

The scriptures say a lot about money; in fact, it’s one of the most covered topics. God wants to make sure we put our trust and faith in Him and not something we’ve created. (1 Tim 6: 17-19) He also gives us a clear direction of how we should treat everything around us, both people and the earth since He created them. (Gen 1: 27-30) Finally, God himself gives us direction on how our investment philosophy should look and an attitude we should take with regard to those riches. (Ecc 11: 1-7)

What sets Sound Faith-Based Investing apart?

We feel equally as strong about our spiritual calling AND our ability to make money. They are connected, and we hope as you have grown in wealth, so will the amount you give and share with others. In addition, Sound Financial gives back 10% of our top-line revenue from this Faith-Based Investing strategy to support organizations fighting against the negative forces in our world.

The screened results presented in this document are simulated and do not correspond to any real investment product. Simulated performance data is hypothetical and provided for informational purposes only. It does not reflect actual performance and is gross of any fees. This document is not an offer to buy or sell securities. Past performance is not indicative of future results.

The screened portfolio was rebalanced monthly using a multifactor equity risk model to minimize industry and style biases due to screening. The number of securities screened out of the S&P 500 during the test period ranged from a low of 69 to a high of 273.The actual characteristics with respect to any particular client account will vary based on a number of factors including but not limited to market exigencies at the time of investment. It should not be assumed that any of the investment decisions made in the future will be profitable or will equal back-tested results or current investment performance.