Biblically Responsible Investing
Take no part in the unfruitful works of darkness, but instead expose them… Ephesians 5:11 (ESV)
Portfolios Built on Biblical Values
Have you ever researched the companies in your investment portfolio? At WSI Financial Partners, LLC we believe you should know and be proud of the investments you own. We guide you in investing in quality companies operating with high ethical and moral standards from both a financial and values-based perspective while accomplishing good around the world.
Our goal is to select companies that align with Biblical values. We avoid companies who are generating sales from abortion, pornography, alcohol, gambling, tobacco and anti-family entertainment and values. Companies who use their profits to support agendas which do not line up with Holy Scripture and our call as His servants are also excluded.
Biblically Responsible Investing isn’t a new concept, rather it started with a mutual fund for a church retirement plan back in the mid-90’s. Since then, more and more tools, systems, processes, and technology have allowed Biblically Responsible Investing to explode worldwide in a movement changing how believers invest the gifts/resources God has given them to steward.
We weren’t necessarily taught BRI in church or in bible studies. Immediately upon hearing the issues we had in our own personal investment portfolios and hearing the BRI message, investors have had the same reaction we did when we first were introduced to Biblically Responsible Investing (BRI). When introduced to the concept your eyes can be opened to BRI. We believe and trust God will reveal to you in a personal and distinct way today how you should see your investments going forward.
We are thankful for the opportunity to share what God has put on our hearts and our mission to inform believers we meet about the process and concept of Biblically Responsible Investing.
We offer a comprehensive wealth management platform that gives you access to robust, well-diversified portfolios that are specifically geared toward your personal financial goals.
- Create and grow wealth
- Protect and preserve assets
- Plan the distribution of wealth during life in the most tax-advantaged way
- Plan the distribution of wealth at death in the most tax-advantaged way
Our 5 Step Process
WSI Financial Partners, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and experience. We offer you a one-source solution for the management, growth and preservation of your wealth. We are consistent in our process, steadfast in our philosophy and unwavering in our integrity, as we serve and relate to our clients.
STEP 1
Profile
We thoroughly develop your personal financial profile through individual consultations with you. We take into account your individual investment needs and objectives, risk tolerance, and time frame.
STEP 2
Asset Allocation
We develop a personalized asset allocation policy based on your needs and objectives. This policy seeks to maximize your investment returns while minimizing your risk through the carefully diversified allocation of your assets.
STEP 3
Implement
We implement your asset allocation policy by investing in a well-diversified portfolio. As independent financial advisors, we utilize a large array investment vehicles in a comprehensive manner. This gives us added flexibility and creativity in structuring your investments.
STEP 4
Monitor
We carefully monitor your investments on an ongoing basis to ensure that they remain consistent with your life’s goals and objectives. Financial decisions are not one time events – as life changes, so must too your financial strategy.
STEP 5
Communicate
We will communicate with you on a regular basis and provide comprehensive reports for each of your accounts. Furthermore, we provide you with the highest level of personalized service, including regularly scheduled meetings, newsletters, and workshops.
Schedule an Introductory Conversation
