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002 IAQ How Do I Decide Which Business Practices to Screen from My Portfolios?

Welcome to this week’s INFREQUENTLY ASKED QUESTION: How Do I Decide Which Business Practices to Screen from My Portfolios?

Many advisors would like a straight-forward, black and white approach to portfolio screening. They would like a widely accepted definition of faith based investing, but that doesn’t exist. In this video, Hillary Sunderland and Cassie Laymon discuss their approach to portfolio screening at LightPoint Portfolios. Please send your comments and questions to cassandra@beaconwealth.com.

Resources mentioned in the video – click to go to the website:

Evalueator

ENSOGO Analytics

BRI Institute