Biblical Responsible Investing

By Jim Kreid

Many who have a Biblical world view would say that the Bible informs all of their decisions. Yet, most of those people did not apply that same scrutiny when choosing their investments because they were unaware they could integrate their Biblical values with their investments. Our tools help clients use their money to support their values and beliefs.

Excluding companies that don’t support your values is one thing, however finding companies that stand for what you believe is much different. We take it a step further and help you invest in companies that share your same values.

We offer a tangible way for our clients to make a difference with their dollars.

Biblical Responsible Investing

We help our clients invest in companies that share their same Christian values, not just exclude companies that don’t.

Make A Difference

We all want to make a difference in our world, using our money to support those that share our same beliefs is a key way to bring about change.

Order of Withdraw Strategy?

Taking money out in the right order can make a significant difference in retirement. Saving and investing is important, but once you’re retired how you spend your money is just as important.

ESG vs. Values Based Investing

Values based investing takes the opposite approach of ESG. Rather than using your dollars for a “woke” agenda, you can invest your money in companies that share and support your same values.

See what your “Social” score would be based on ESG Standards

What is Values Based Investing?

Values based investing combines what you stand for and invests your hard earned money into companies that share the same beliefs as you.

Comprehensive Planning

Our planning approach covers more than just your employer plan. We can look at your entire financial picture and give you specific advice to suit your personal retirement needs.

Behavioral Coaching?

If we can show you a plan based on historical data, we can make a more level-headed decision with how we manage money and emotions.

How Do You Help CAT Employees?

We’ve worked with dozens of Caterpillar employees and retirees to provide them with a plan that addresses all of their financial questions.

Ready to Check Your Investments?


Give us a call for a FREE screening of your portfolio or use our FREE Investment Screening Tool from the comfort of your own home to look at up to five holdings.