As I have navigated the road of Faith-Based financial planning, I discovered there was an existing void in regards to actively managed, Biblically Responsible, Investment portfolios. Although there are stocks, bonds, and mutual funds that align with the criteria we seek when choosing morally responsible options, a turn-key type of portfolio did not exist.
To fill this void, Kingdom Portfolios™ was born.
The steward seeking options to glorify God with their investments can now own a Kingdom Portfolio™ or combination of Kingdom Portfolios™ that align with their faith, beliefs, and values.
You, as the investor, will have the option of diversifying across all 4 Kingdom Portfolios™ based upon your risk tolerance, time horizon, tax situation, and liquidity needs.
Kingdom Portfolios™ offers 4 actively managed portfolios.
1. Kingdom Growth
2. Kingdom High Income
3. Kingdom Conservative
4. Kingdom Tax-Advantaged
It is important to understand that investing in the financial markets exposes an investor to different levels of risk. Before any recommendations are made to invest in Kingdom Portfolios™, a very thorough interview will be conducted to discover your risk tolerance.
Currently, Kingdom Portfolios™ are offered on an advisory platform. We will provide Part 2A of form ADV and form ADV Part 2B brochure supplement upon your request and prior to any conversations regarding advisory services.
Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services. Insurance Services offered through Vanderbilt Insurance and other agencies. Clearing Agent: National Financial Services, LLC. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
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