Four Portfolio Solutions.
One BRI Screening Process
.

 

Our due diligence process applies an institutional rigor and extensive list of criteria to the selection process of managers. Our fully asset allocated, risk-based portfolios offer a turn-key approach for implementing innovative solutions for your clients giving you more time to do what you do best – cultivating relationships.

 

Mutual Fund/ETF Solutions

 

Advanced analytics, institutional asset management, impeccable biblical values.

Learn More >

 

Select Equity Strategy

 

A diversified, tax-efficient strategy that offers a strategically allocated combination of securities in a single account.

Learn More (Coming Soon) >

 

Kingdom(k)® Retirement Plan

 

An innovative new 401(k) solution offering BRI portfolio options.

  

Learn More >

 

Kingdom(b)™ Retirement Plan

 

A retirement plan for churches that aligns their investments with their values.

Learn More >