Investment Management

At Christian Values Investing Inc., our investment philosophy is based on a seven-step process grounded in Christian values and rigorous fundamental and technical analysis. Our utmost priority is to ensure ongoing monitoring and active management of all portfolios through periodic reviews with our clients. Our investment strategies always operate on the cornerstone of values-based screening. This enables us to invest in companies which display positive contributions to society while avoiding those engaged in unethical activities.

We strive to make the best decisions possible given the available investment options. To ensure minimal chance of risk to our clients, we adhere to the seven investment management principles stated below:

  • Avoid following emotional sentiment or unqualified professional advice when managing portfolios.
  • Adopt a forward-looking strategy, taking lessons from history into account.
  • Invest in companies that uphold traditional family values, produce quality goods and services that society needs, treat employees equitably by providing a safe working environment with necessary benefits, and are conscious of environmental stewardship.
  • Avoid investing in companies that support destructive behaviors, participate in gambling, tobacco, alcohol, pornography and abortion activities, or openly advocate for LGBTQ and liberal causes.
  • We create portfolio models that are diversified by S&P sector, actively manage the portfolios, and monitor and report investment results.
  • Diversify portfolios across large, mid and small-sized companies, styles boxes, sectors, and countries through tactical decisions.
  • Utilize custom-made investment strategies relevant to each individual clients’ need, goals, time horizon and risk appetite. By exercising these principles, we ultimately aim towards preventing potential risks and endeavors to meet our clients’ needs and the goals that we have set together.

We are dedicated to helping you reach your goals

Whether you’re aiming to grow your wealth over time or save for specific goals, we design investment strategies that focus on long-term capital appreciation.

Our Partners

Our Mission

Our firm’s mission is to align our clients’ investments with their Christian values and help them become faithful stewards of God’s resources.

616 EAST GRADY STREET
STATESBORO, GEORGIA 30458

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