Christian Values Investing, Inc.

Christian Values Investing, Inc. provides biblically based portfolio management and limited financial planning to individuals, trusts, estates and charitable organizations, with a client base that includes both non‑HNW and high‑net‑worth households. In addition to managing client accounts on a discretionary or non‑discretionary basis, the firm also accepts engagements to construct and implement portfolios for other investment advisers as a sub‑advisor.

The firm’s investment approach centers on biblical stewardship and a “Biblically Responsible Investment” screen that seeks to exclude companies whose operations conflict with its stated values (for example, activities related to abortion, alcohol, gambling, pornography and tobacco). CVI develops a financial profile and investment plan for each client and applies traditional fundamental analysis, technical/charting tools, mutual fund/ETF selection and fixed‑income evaluation to build individualized portfolios consistent with those plans.

Distinctive features include the firm’s role as a sub‑advisor to other advisory firms — a relationship in which CVI acts solely as the money manager while the primary adviser sets objectives — and its connection to a nonprofit that delivers educational seminars on biblical financial principles and stewardship. The combination of faith‑based investment screening, formal sub‑advisory work, and ongoing public education is less common among similarly sized supported advisory firms.