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Frequently Asked Questions

What is B.R.I.?

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B.R.I. is the abbreviation for Biblically Responsible Investing. The best way to describe B.R.I. is this: You are a steward of what God has given to you. Are you choosing to invest in a way that pleases the Master or in a way that brings joy to the enemy of the Master?

Simply put, B.R.I. is investing God's way.

Why should I invest in B.R.I.?

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We believe that Biblically Responsible Investing is a credible approach to investing, one that allows a client, (believers and non-believers alike) to more closely align their vales and morals to their wealth accumulation. Most investors and for the most part financial advisors don't even know the wide availability of investments that can meet this need.

Most investors still seek financial counsel in how their money is managed, and don't know how to ask for their money to be managed in this way. 

I've heard of S.R.I., is this the same?

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Moral and ethical screening is not something new. Socially Responsible Investing, (S.R.I.) has been around for a long time. Below will be what S.R.I. screens for compared to what B.R.I. screens for and then what the overlay of the two would screen for.

S.R.I. only

  •  No Weapons

  •  Environment (Radical Conservationist) 

B.R.I. only 

  •  Life (vs abortion)

  •  Biblical marriage and family (vs LQBTQ radical agenda)

S.R.I. & B.R.I. 

  •  Human rights/No trafficking

  •  Environmental Stewardship

  •  No Pornography

  •  No Alcohol

  •  No Tobacco

  •  No Gambling

Graham, Loran, "Investing with Integrity: How Investment Choices Can be an Act of Worship," Spokane: Kingdom Life Publishing, 2018. Page 103. Used with permission, Loran Graham (c) 2018.

If you are interested in reading Mr. Grahams book you can find it here. https://investingwithintegrity.net/ 

Ok, I get it, but will I give up performance?

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In an independent study done by the BRI Institute, using the historical performance of individual companies in the S&P 500 that have passed B.R.I. screening vs those that did not for the time frame of January 1, 2000 through December 31, 2019, shows an annualized return of 6.19% for both portfolios.*

The report can be seen by clicking this link. BRI Report

*Remember past history is no guarantee of future results.