The kit includes strategy details and information you can use to educate and gain clients interested in faith-based investing.

Tool Kit Includes:

1.   How the Faith Focused Investing strategy takes a faith-first approach by investing in funds that promote Christian-based values.
2.   How dynamic risk management helps this strategy seek superior risk-adjusted returns and respond to market changes.
3.   Offer investors a way to give back—and information on the impact the program has made this year.
4.   How advisors successfully sell faith-based investments.
5.   10 marketing tips advisors use to gain faith-based clients.