“We’re very excited to offer independent advisors a turn-key solution for implementing Biblically Responsible Investing,” said Cassandra Laymon, President of Beacon Wealth.
“This is a great opportunity for advisors to differentiate their practices by integrating values into their clients’ investment portfolios. Nearly 80% of Christian investors have expressed interest in investing in faith-based funds, but only about 3% of their investments actually do so.”
The LightPoint Portfolios™ come at a time when interest in values-based investing in general has never been higher.
According to a 2017 study by Morgan Stanley, three-quarters of investors expressed interest in achieving positive social impact as well as financial returns. Recent research by the asset management firm Natixis revealed that 82% of those surveyed wanted their investments to reflect their personal values.
Despite the opportunity for Christian advisors, they have faced a number of logistical hurdles that have hindered their ability to incorporate faith-based investments. Laymon says their LightPoint Portfolios™ were created to address these concerns.
“We’re providing advisors with a streamlined process for engaging with us, collateral materials to educate their clients, and a uniform screening methodology. We want to ignite a movement of Biblically Responsible Investing, and to help do that, we’re equipping advisors with a wide range of professionally-managed portfolios.”
The LightPoint Portfolios™ are comprised of three different strategy offerings:
- Mutual Fund/ETF – A strategic asset allocation approach rooted in the expertise of Ibbotson Associates
- Core/Satellite – An opportunistic strategy that offers a flexible method for tactically adapting to changes in market trends as they occur
- Kingdom(k)TM – An innovative 401(k) solution that provides outsourced plan administration, fiduciary protection, and custom plan design
Hillary Sunderland, CFA® is the Chief Investment Officer for Beacon Wealth Consultants and Portfolio Manager for LightPoint Portfolios™. Prior to joining Beacon Wealth, she served as CIO at a Registered Investment Advisor with over $1 billion in assets under management.
Beacon Wealth Consultants is a comprehensive financial planning and investment management firm founded 20 years ago to help clients gain the clarity they need to plan well and make biblically-wise investment choices.