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"Wealthfluence consulting was like pressing the fast forward button on implementing Faith-Driven Investing in my practice."

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Landscape of Faith-Driven Investment Strategies in Public Markets

Free Resource

Prepared by:
Tim Macready, Head of Global Multi-Asset Investing

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Faith-Driven Funds List

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Comprehensive list of all Faith-Driven Mutual Funds and ETFs – includes screening categories by fund family, using the Avoid, Embrace, Engage framework.

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Investing Scriptures

Free Resource

Verses to shape our thinking on investing as Christians

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Denver Institute for Faith & Work’s “A Guide for Advisors” by Chad Hamilton

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A comprehensive training curriculum for advisors seeking to learn about faith-driven investing.

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Jeff Haanen’s “A Manifesto for Financial Advisors”

Free Resource

A comprehensive training curriculum for advisors seeking to learn about faith-driven investing.

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Eventide Values Inventory

Free Resource

Use this tool to get to know your client and open a deeper level of communication, but be careful that you don’t over-promise in terms of customization. The process will need to be repeatable and sustainable for you.

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Eventide Investment Ideals

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This is a 3rd party resource available free from your Eventide wholesaler.
However, we use it a bit differently and get a lot of mileage from this simply piece. We'll be sure to go over it in your coaching sessions.

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THE FAITH-DRIVEN INVESTING ARSENAL

Obtain nearly everything you need to integrate values-aligned investing into your practice from our arsenal of resources plus 5 hours of 1:1 consulting support.

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Values-Based Visual Aid

FDI Arsenal Resource

Use a simple picture to describe the “Double Bottom Line” of pursuing both financial and social returns

Conversation Starters

FDI Arsenal Resource

A curated list of some of the best ways advisor bring up this topic to their clients, even if they’re not sure of the client’s faith or personal values

Additional Advisor Resources

FDI Arsenal Resource

Faith-Driven Investing Reading List and ways to learn more and find community

Sample Investment Philosophy & Process

FDI Arsenal Resource

Having a documented process can increase client confidence and address any questions from compliance regarding a particular holding or transaction. Take our sample and make it your own.

Values-Based Portfolio Models

FDI Arsenal Resource

Our sample models are not investment recommendations. Rather, they are meant to give you a starting point, from an objective 3rd party, of how real clients are being served today with the faith-driven funds currently on the market.

Sample IPS Language

FDI Arsenal Resource

Adding a few short sentences to your existing Investment Policy Statement can provide the right disclosures and help ensure you meet your fiduciary duty.

Agenda Template

FDI Arsenal Resource

Successfully rolling out FDI to your clients ideally includes adding this topic to every review meeting. Our agenda template keeps it on your radar so you don't forget.

Demo Videos & Scripts
Client Presentation

FDI Arsenal Resource

Enhanced FDI Funds Research from Brightlight

FDI Arsenal Resource

Devotional Series

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