Christian Values Investing

The firm uses a biblically responsible investing framework primarily applied to US large-cap equities. It screens out companies involved in abortion, pornography, embryonic stem-cell research, and firms with specific LGBTQ+ inclusive policies, alongside traditional sin-stock exclusions like alcohol, tobacco, and gambling. The strategy is executed via separately managed accounts and model portfolios marketed to individual believers, churches, and ministries.

Christian Values Investing explicitly rejects the ESG and socially responsible investing labels, positioning its moral screens as doctrinally derived rather than risk-management tools. While ESG funds often integrate environmental and governance metrics seeking competitive returns, this firm prioritizes doctrinal purity over tracking-error minimization, asking clients to accept potential underperformance against secular benchmarks as the cost of conscience-driven exclusions.

The firm publicly markets its model portfolios and separately managed accounts to outside investors, specifically targeting evangelical Christian individuals, retirement savers, churches, and ministries. It is not a family office. However, no Form ADV or audited regulatory filing has been publicly linked, so the structure of its advisory registration — if any — remains unconfirmed.

No named principals are publicly verifiable through standard regulatory or corporate registries as of mid-2026. The firm operates through a web presence that asserts a US domicile and an IRS 501(c)(3) designation, though the specific city, state, and management team remain unconfirmed in public record. This opacity is common among micro-scale advocacy-oriented investment vehicles.

There is no public evidence linking the firm to a major denomination's investment arm, foundation, or pension fund. It appears to operate as a standalone advocacy shop marketing directly to the conservative evangelical laity, distinct from large Catholic or mainline Protestant faith-based asset managers.