In this episode we’re learning much more about Biblical mutual funds, the screening process of determining what companies and funds to invest in, and about the portfolio management services offered by Beacon Wealth Consultants.

We’re joined by Hillary Sunderland CFA, and Chief Investment Officer of Beacon Wealth Consultants.  Hillary explains how their investment committee decides which companies should be invested in and which should be excluded based on their support of unbiblical practices in addition to their financials.   Hillary gives us several examples of activities that would cause a company to be excluded from their portfolios.  

Hillary also explains the different investment portfolio options available at Beacon Wealth Consultants.

For an introduction to Beacon Wealth Consultants or to discuss any questions regarding investing with Beacon, you can send an email to [email protected].

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