How are Investment Decisions connected to the Heartbeat of the Unborn?

Whether it is a retirement account or an investment portfolio for your family, ownership in companies can pose a real problem. Ownership in stock or other funds may mean ownership in a company that might be violating your very beliefs.  Checks written by that company to support Planned Parenthood or other abortion clinics are outside your control.  Not to mention, there are many other types of violations that the company might participate in.

How do you navigate a problem like this?

And does navigating this issue mean losing out on market gains?

Our Partnership

Envoy and Heartbeat International work together to support the member organizations.  Envoy is a part of a larger network called HIS Envoys Group.  We are here to support Heartbeat International by providing services that aid in the individual missions of each pregnancy and crisis center.  Together, we can better serve those who are serving on the front lines of pregnancy care.  Your center’s success, your family’s financial well-being, and your ability to raise and protect funds are all at the center of our partnership.

 

The Value of our Connection

Envoy provides numerous services that align with the mission and values of pregnancy & crisis centers like yours.  There are many ways we are prepared to walk alongside you.  We find that most need our help in a few core areas, such as building and serving a Retirement Plan to your organization and staff.  We believe in first establishing a relationship that is direct and personal with you.  We run a Stewardship Advisor program that is designed to develop and protect that connection with you.  These licensed advisors can help understand your organization’s needs on a deeper level and also come alongside you to deliver help and satisfaction with our financial services.

How do you know
if your money is Pro-Life?

Start a BRI X-Ray on your porfolio

We work with a research provider to offer reporting on this very issue.  You can work with a Stewardship Advisor to provide a quick and responsive report for your holdings or investment menu.  Beyond that, Biblically Responsible Investing (BRI) is built into the foundation of our financial services.  So, no matter what, our team will help you navigate the services and investments you have chosen.  Whether it’s finding the right bank to use, building a Faith-based Retirement Plan for your organization, or selecting the right investments that align with your convictions, we are at your side.

Biblically Responsible Investing

Envoy provides numerous services that align with the mission and values of crisis centers. At the center of our service to you is Biblically Responsible Investing (BRI). We believe that investing shouldn’t have to mean compromising on your biblical worldview. BRI is a form of values-based investing that seeks to stay within the boundaries of biblical convictions. However, BRI differs from other values-based investing styles, such as SRI or ESG.

Biblically Responsible Investing works by using a set of filters that we screen for. Each filter is based on convictions found in scripture and typically held by Christians. Not all screens that we use are held up as convictions equally by all Christians. This allows us to narrow down the pool of usable stocks and funds to a variety we can use for trading in portfolios. Therefore, clients and others that we serve can invest freely without fear of violating their own convictions.

Many companies on the exchange are violators of Biblical Values and promotors of the abortion movement.

It is easy to understand why Biblically Responsible Investing is useful in the culture of the modern age.  Investing is a great, God-given means for growing and stewarding the resources entrusted to us.   Yet, if we are not careful, we could end up funding the wrong agendas–unknowingly.  Below is a quick breakdown of what we are filtering.

Based on VTSAX, which is Vangaurd’s Total Stock Market Index Fund.

1,000+

Violating Companies

This creates a minefield of stocks in the market. As Christians, this can be conflicting. Some companies have subtle violations and others commit well-known violations.

~1
Trillion
Dollars

Nearly a trillion dollars are being used to invest in and own companies who checks that would violate your biblical worldview.

8
Screening
Categories

Including Abortion, philanthropy activity, and the promotion of related ideas.  Check out the suggestions to the right for how to take advantage of these filters.

As you can see,  it’s quite possible to avoid stocks.  But does this mean you have to necessarily miss out on the returns provided by the market?  The answer to that is twofold.  First, avoiding stocks does mean following growth in the market is a little extra tricky.  Second, just because it’s tricky doesn’t mean it’s not possible. With that said, it’s important to take into consideration what you are investing in. Selection, management style, and fund fees can all play into the bottom line for your portfolio.  We use a tactical style of portfolio management that allows us to maintain detailed screening, while attempting growth in your account.

Here are some ideas of ways we can work with you to implement BRI.

 

  • Get a BRI X-Ray report on holdings you have in your investment portfolio.
  • Use BRI fund options on your investment menu for your retirement plan.
  • Have our portfolio managers tactically trade your portfolio using one of our proprietary BRI Investment Models.
  • Work with an investment advisor, such as one of our Stewardship Advisors, to analyze and advise on your portfolio.
  • Work with a Stewardship Advisor to find a bank that aligns with your biblical worldview.
  • Manage cash, donations, and other funds through a Ministry Storehouse Account.

Envoy is here to support you.

Setup a Discovery Meeting

Use our meeting scheduler to meet up with Eric Schlosser who will lead you through a discovery meeting. This is a time meant for asking questions and just building the basis for a relationship.

Follow-up With Guidance

At this point Eric will match you up with a suitable Stewardship Advisor. They will continue building relationship with you and your organization. The advisor will spend time in a session with you hearing about your needs and other objectives. As problems are uncovered, you will find that the advisor will guide you to appropriate solutions.

Deliver, Ensure, secure

Throughout their relationship with you, our Stewardship Advisors will deliver solutions and monitor the success of your plan.  At each step of the way, they will do their best to secure the financial future of your family, your organization, and your staff.

Faith-based Retirement Plans

Envoy prides itself on being a leading provider of faith-based retirement plans for non-profits, ministries, and churches.  We understand the unique benefits of 403(b)(7) & 403(b)(9) plans and specialize on delivering them to organizations like yours.  We can design a plan that matches your culture, staffing, and retention needs. More than that, we deliver beyond the plan to ensure and maximize the future of each of your plan participants.

Ministry Storehouse Accounts

If your organization has incoming donations, cash reserves in savings, or a fund you are setting aside for your objectives, a Ministry Storehouse Account might be a useful tool for you.  These cash management accounts are perfect for providing growth while maintaining your liquidity needs.  Work with a Stewardship Advisor and they will help you set up your account, fund it, and find the right way to invest it according to your objectives.  This account can operate much like a checking account and yet be a great place to save. 

Counsel through direct relationship

Each year, your organization faces many different financial questions.  Navigating everything can be quite cumbersome.  Don’t do it alone.  Take advantage of our Stewardship Advisor program.  These advisors are well-equipped to come alongside you and help you solve various financial service needs.  It’s free to start a relationship and each advisor is backed by the depth of experience and knowledge provided by our HIS Envoys Group.  

We’re ready when you are!
Start a conversation today.

Schedule a Meeting