LightPoint™ Portfolios are faith-based, biblically responsible investing portfolios available through Orion Portfolio Solutions!

The growing number of stakeholders in the faith-based investing space points to a growing demand for products and services that help investors align their investments with their faith values. This growth will continue in coming years with the wealth transfer from baby boomers to millennials – a younger generation that actively seeks faith alignment in their investing and spending habits.

Because of their relationship, advisors are in the best position to help their Christian clients with this alignment. Our LightPoint™ Portfolios provide turn-key faith-based investing strategies and allow advisors to focus on serving their clients.

We believe that every follower of Christ should at the very least be presented with the opportunity to invest his/her resources in a manner that is in alignment with and honors their faith values. The LightPoint™ Portfolios allow you to do just that.

Our Distinctives

  • Experience – With 25 years providing biblically responsible investing solutions, we are one of the most experienced firms in this growing niche.
  • Objectivity – We are not tied to any proprietary funds, allowing us freedom to select from a wide range of funds and fund managers.
  • Fiduciary – We are legally and morally committed to working in our clients’ best interest.
  • Unique approach – Rather than simplistic screening methodologies, we use a robust, discernment-based approach that seeks to avoid harmful or unbiblical practices and seek out companies making a positive impact.
  • Rigor & Discipline – Our highly trained and experienced investment committee follows a rigorous process for evaluating and monitoring funds in our portfolios – balancing our faith-based mandate with our fiduciary duty.
  • GIPS® – LightPoint™ Portfolio Solutions claims compliance with the Global Investment Performance Standards (GIPS®).*

Our Process

Our process begins with the construction of strategic allocations with comprehensive coverage of global equity and fixed income markets. The strategic asset allocation represents our baseline, long-term target allocation to broad asset classes for each of five target risk levels. As an independent portfolio manager, we are not tied to proprietary funds. We can research and use the best fund managers to meet our objectives.

Screening

Over more than 25 years, we have refined our screening process to have a thoughtful approach that strikes a balance between honoring faith values and adhering to fiduciary standards. Our Investment Committee examines the underlying holdings of investment managers using BRI screening data from three, independent research firms. Using data from several research firms enables us to look at issues from a variety of perspectives given that each research firm uses different methodologies to compile their data.

Our rigorous, five-step screening process gives you the confidence that underlying holdings are thoroughly vetted across a variety of sources. Instead of following a simplistic “if this, then that” quantitative approach, we dig into the data in order to balance honoring faith values with fiduciary duty. Our “discernment approach to screening” seeks to exclude companies involved in negative business activities and to identify those companies that are creating positive value and blessing in the world without sacrificing risk-adjusted returns.

Now, your clients can invest in companies whose products, services and business practices honor their faith values, while creating real blessing in the world!

Help Your Clients Make a Kingdom Impact

Advisors are uniquely positioned to help their Christian clients make a Kingdom impact with their investments. If you’re looking for faith-based solutions for your clients, LightPoint™ Portfolios are available in both Orion Communities and Orion Portfolio Solutions! Find out more!

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*LightPoint Portfolio Solutions™ claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain GIPS® standards compliant performance information for LightPoint™ strategies, please contact Hillary Sunderland at hillary@beaconwealth.com.