Join Mark Regier, Vice President of Stewardship Investing and Director of Sales for Praxis Investment Management, Sharon Epps, President of Kingdom Advisors, and Luke Bolton, Executive for Strategic Relationships for Kingdom Advisors, for a discussion on the faith-based investing market.
Praxis Investment Management is a registered investment adviser offering faith-based mutual funds, ETFs, and portfolio solutions designed to align values with financial performance. The firm’s investing philosophy, known as stewardship investing, establishes financial decision-making that can be motivated and informed by faith. Stewardship investing focuses on the responsibility of the productive use of financial resources, coupled with a deep-seated concern for the individuals, communities, and environments that are impacted by investment choices.
WEBCAST – Faith-Based Investing: The Questions Advisors Ask Us
Last year more than 60,000 people came to Kingdom Advisors looking for a financial advisor who shares their faith, while Praxis research finds only 9% of advisors raise faith-based investing with clients themselves.
In this conversation-style session, Praxis Investment Management hosts two Kingdom Advisors leaders for the questions advisors actually bring them:
- Is this a real market, and are serious firms in it?
- How do I raise it with my client base? One client at a time or as a firm decision?
- What’s practical in a portfolio?
- And what do clients want to hear about impact, including the intersection of faith, women and wealth, and generosity?
This session draws on Kingdom Advisors’ view across the advisory industry and three decades of Praxis stewardship investing, the session closes with how Praxis is meeting the need.
Accepted for 1 CFP / IWI / CFA CE Credit