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Loran Graham Co.

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Align your investment choices with your faith values.


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About

Our approach to wealth management is rooted in Biblical principles, which include strategies for prudent spending, saving, and investing. We strive to be faithful stewards of the resources entrusted to us and specialize in helping clients align investment strategy with faith values through Biblically Responsible Investing (BRI), also known as Faith-Based Investing.

LORAN GRAHAM Co. is committed to excellence in Biblically Responsible Investing. Our philosophy for managing our client’s investments is to aim for the best returns for our clients—based on each client’s individual needs, risk tolerance, and objectives—while also seeking to make a positive impact in the world.

Our approach through BRI aims to build a portfolio of investments compatible with biblical values and that are a blessing to others while avoiding investment in companies that cause harm to others or whose products and services run contrary to biblical values.

We offer fee-based strategies based on a multi-manager approach, asset allocation with broad diversification, and regular rebalancing to help you address your future needs and goals. Follow the related links below to learn more about our investment philosophy and BRI. 

Important Disclosures

With BRI, the return may be lower than if the adviser made decisions based solely on other investment considerations, but it may also be higher.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect market risk.

No strategy assures success or protects against loss. 

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

 

About

  • Our Services
  • Our Process
  • Our Promise
  • Our Team
  • Technology
  • LPL Financial
  • Biblically Wise Planning
  • Faith Based Investing

Pick up a copy of my book

 

 

In this light and entertaining read, discover why faith-based investing matters.

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*Receive a complimentary signed copy as our gift when you schedule an initial consultation.

Loran Graham's Book

 

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Office: 509-279-0970
Fax: (509) 279-0302

Email: info@lorangraham.com

601 W Main Ave. Suite 1015, Spokane, WA 99201

Mon-Thurs: 8:00 AM - 5:00 PM

Friday: 8:00 AM - 1:00 PM

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Align your investment choices with your faith values.

 

Schedule a Meeting

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Securities available to residents of all 50 states. Insurance licensed in the following states: Washington and California (CA insurance Lic #0G37253). Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

601 W Main Ave. Suite 1015, Spokane, WA 99201

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