Christian Values Investing

Christian Values Investing

The firm publicizes its investment philosophy as an extension of evangelical Christian stewardship doctrine, offering separately managed accounts and model portfolios to individuals, churches, and ministries. Its public-facing message centers on the concept of 'biblically responsible investing' — a niche that gained traction among a segment of US Protestant retirement savers after the Supreme Court's Dobbs decision in 2022 and the subsequent culture-company boycotts of 2023. The firm states it screens out the 'sin stocks' traditionally excluded by faith-based funds — alcohol, tobacco, gambling — while adding filters specific to social-conservative politics. Christian Values Investing's deployment centers almost entirely on US large-cap equities, re-weighting standard benchmarks after eliminating screened-out names. The firm avoids debt instruments and alternatives, maintaining an execution model that resembles an activist values screener more than a portfolio construction engine. The available investable universe after applying the firm's full exclusion set comprises a fraction of the S&P 500. The firm encourages clients to combine its models with direct shareholder proxy voting against corporate DEI programs, a tactic borrowed from the broader anti-ESG movement that gathered pace in 2023. Scale is opaque: no Form ADV, no audited AUM disclosure, and no named investment principals are publicly available. The firm exists online primarily through a domain history suggesting sporadic activity over the past decade, asserting an IRS 501(c)(3) designation without corroborating filings readily surfaced. This places Christian Values Investing among micro-asset gatherers operating at the intersection of financial advisory and religious advocacy. Structurally, the firm differentiates itself by rejecting the mainstream ESG category entirely, positioning biblical screening as a moral counterweight rather than a risk-adjusted return framework. It asks clients to accept tracking error against secular benchmarks as the cost of doctrinal purity — a posture that distinguishes it from the broader faith-based investing category dominated by large Catholic and mainline Protestant institutions.