faith based investing Archives - LightPoint Portfolios

Beacon Wealth Consultants Announces Relationship with CFD Investments to Provide Faith-based Investing Portfolios

Press ReleaseBy David Black April 25, 2023

Beacon Wealth Consultants Announces Relationship with CFD Investments to Provide Faith-based Investing Portfolios Roanoke, VA – April 25, 2023 Beacon Wealth Consultants, a wealth management and asset manager committed to biblically responsible investing for over 25 years, is pleased to announce a new relationship with CFD Investments, Inc. The relationship allows CFD advisors to use…

What if my retirement plan doesn’t offer faith-based funds?

Advisors, Plan SponsorsBy David Black July 27, 2022

What if my retirement plan doesn’t offer faith-based funds? The opportunities for Christians to align their investments with their faith values have never been better! Beacon Wealth Consultants has helped Believers with biblically responsible investing for over 25 years and many individuals and families have discovered the joy and freedom that comes with planning and…

Using GIPS® Standards to Compare Portfolio Managers

AdvisorsBy David Black July 13, 2022

Using GIPS® Standards to Compare Portfolio Managers Many advisors understand the benefits of outsourcing portfolio management – benefits such as tapping into the expertise of professional portfolio managers and increasing the time spent meeting with clients and prospects. One dilemma advisors face in choosing a portfolio manager is how to evaluate their past performance. Acting…

8 Things to Consider Before Joining a BRI Advisory Firm

AdvisorsBy David Black May 19, 2022

8 Things to Consider Before Joining a BRI Advisory Firm There has never been a better time to be a Christian advisor focusing on faith-based, or biblically responsible investing (BRI). When Beacon Wealth Consultants began implementing BRI in 1997, the number of firms specializing in it could be counted on one hand and there was…

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

Advisors, Infrequently Asked Questions for AdvisorsBy David Black April 23, 2019

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…

001 Infrequently Asked Questions: What’s Wrong With My Delivery?

Advisors, Infrequently Asked Questions for AdvisorsBy David Black March 27, 2019

One of the things that I’m enjoying about this series is that many advisors in this space are friends – both new and old. In this video I talk to you like I would if we were sitting together face to face, and you’ll get a real sense of how “excited” I am about faith…

Beacon Wealth Consultants Launches Turn-Key Portfolios for Christian Advisors

Press ReleaseBy David Black August 28, 2018

ROANOKE, Va., Aug. 28, 2018 /PRNewswire/ — Beacon Wealth Consultants today introduced LightPoint Portfolio Solutions™. These turn-key, risk-based portfolios are the most comprehensive suite of Biblically Responsible Investments (BRI) available for wealth advisors. “We’re very excited to offer independent advisors a turn-key solution for implementing Biblically Responsible Investing,” said Cassandra Laymon, President of Beacon Wealth. “This…

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