Two LightPoint™ Portfolios Receive a 4-star Morningstar Rating™

Roanoke, VA – February 3, 2022 LightPoint™ Portfolio Solutions (“LightPoint”), an asset manager committed to biblically responsible investing for over 20 years, is pleased to announce that two of the firm’s faith-based portfolios received an Overall Morningstar Rating™ of 4 stars. The LightPoint Aggressive Mutual Fund/ETF Portfolio received an Overall Morningstar Rating™ of 4 stars…

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LightPoint™ MF/ETF Aggressive Strategy Receives Morningstar™ 4-Star Rating

Roanoke, VA — August 10, 2020. Beacon Wealth Consultants, Inc. is pleased to announce that their LightPoint™ Portfolios MF/ETF Aggressive strategy has earned an Overall Morningstar™ Rating of 4 stars out of 109 separate accounts in the Asset Allocation – 85%+ Equity category for the period ending June 30, 2020. The LightPoint™ Aggressive MF/ETF strategy…

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006 IAQ: How Many Funds Are There in a Well Diversified Portfolio?

Perhaps your portfolio is not as well diversified as you think! Cassie Laymon and Hillary Sunderland, Chief Investment Officer of LightPoint™ Portfolios discuss several factors that contribute to diversification that lowers the risk to your clients. Click here to go to the LightPoint™ Portfolios website: LightPoint™ Portfolios Full transcript below. Transcript Cassie: So Hillary, welcome…

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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…

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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…

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