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.
