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003 IAQ What Do I Need to Do to be a Good Fiduciary to My Clients?

Welcome to this week’s INFREQUENTLY ASKED QUESTION: What Do I Need to Do to be a Good Fiduciary to My Clients?

As Faith-Based advisors, we are very focused on the screening component of our portfolios.  As a result we may minimize or dismiss some important components of our fiduciary responsibility to our clients.  It’s crucial to address both as we strive to glorify God and to fulfill our fiduciary obligation. 

Hillary Sunderland, CIO, CFA, CKA, reminds us of some critical factors we should be monitoring in addition to values screening.

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

Posted By Cassandra Laymon On In Infrequently Asked Questions for Advisors | Comments Disabled

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 [1]

ENSOGO Analytics [2]

BRI Institute [3]