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1102 A Street, Suite 300, Tacoma, WA 98402

nathan@stewardwm.com

How do you align your investments with your values?

While stewardship planning is our primary focus, Steward Wealth Management also offers the distinct opportunity to align your investments with your values through Biblically Responsible Investing (BRI). We are experienced in this approach and are pleased to offer it to clients who share these convictions.

We seek to include companies in our portfolios that offer products or uphold business practices that improve society and promote human flourishing. This includes considerations such as ethical business conduct, customer welfare, ecological responsibility, employee health and safety, ethical labor standards, sustainable supply chains, safe working environments, ethical marketing, and corporate responsibility to both the community and the environment.

We also establish conservative, faith-based screening parameters to avoid industries and practices inconsistent with biblical values. These include pornography, human trafficking, human rights violations, abortion (including advocacy and related technologies), and LGBTQ+ activism.

BRI empowers investors to decide whether and to what extent they wish to support or avoid specific companies—helping them invest in a way that reflects their faith and values.

Discover

Discover

We use screening tools that analyze publicly available data to determine whether a company is involved in, or profiting from, activities that conflict with biblical values and principles that promote human flourishing.

Try this free screening tool
Expore

Expore

Once clients become aware of the types of companies they’ve been investing in, they often desire to make changes. We assist by presenting alternative investments, identifying opportunities for diversification, and enhancing the overall health of their portfolio.

Request a screening of your investments
Impact

Impact

When you invest in alignment with your values, you help drive positive change in how businesses operate. When investors direct their capital according to their convictions, it encourages companies to act accordingly. We go beyond simply avoiding certain companies—we actively seek out high-quality investments that promote human flourishing and contribute to the common good.

See it in action

CFP Insurance Services Financial Adviser