Values-Driven Investing

You have many investment choices with our firm, including the opportunity to align your portfolio with your values. Biblical Responsible Investing (BRI) allows you to support companies that reflect your faith while pursuing long-term financial goals.

Strategy Brochures

Download detailed brochures on our investment strategies.

BFV Strategy Product Suite

Values Investment Management Solutions

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Auxano Focused

Values Managed Portfolio for Growth

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Combination

Values Managed Portfolios Utilizing Mutual Funds,

ETFs, and Individual Stocks

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Divinity ETF

Values Managed Portfolios Utilizing ETF's

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Harvest Growing Dividend

Built on a Portfolio of Stocks with Growing Dividends

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Income Strategy Solutions

Valued Managed Portfolios Designed for Yield and Income

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Purpose Funds

Values Managed Portfolios Strategically Constructed Utilizing Mutual Funds and ETFs

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Tax Wise

Values Managed Portfolios Designed for Tax Efficiency

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Vision CFD4

Values Managed Focused Portfolios with Low Minimums

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Fact Sheets

Download detailed information on our investment strategies, objectives, and performance.

BFV Strategy Product Suite

Download: BFV Strategy Product Suite Fact Sheet Aggressive (PDF)

Download: BFV Strategy Product Suite Fact Sheet Moderately Aggressive (PDF)

Download: BFV Strategy Product Suite Fact Sheet Moderate (PDF)

Download: BFV Strategy Product Suite Fact Sheet Moderately Conservative (PDF)

Download: BFV Strategy Product Suite Fact Sheet Conservative (PDF)

BFV Auxano

Download: BFV Auxano Fact Sheet Aggressive (PDF)

Download: BFV Auxano Fact Sheet Moderately Aggressive (PDF)

Download: BFV Auxano Fact Sheet Moderate (PDF)

Download: BFV Auxano Fact Sheet Moderately Conservative (PDF)

Download: BFV Auxano Fact Sheet Conservative (PDF)

BFV Combination

Download: BFV Combination Fact Sheet Aggressive (PDF)

Download: BFV Combination Fact Sheet Moderately Aggressive (PDF)

Download: BFV Combination Fact Sheet Moderate (PDF)

Download: BFV Combination Fact Sheet Moderately Conservative (PDF)

Download: BFV Combination Fact Sheet Conservative (PDF)

BFV Divinity ETF

Download: BFV Divinity ETF Fact Sheet Aggressive (PDF)

Download: BFV Divinity ETF Fact Sheet Moderately Aggressive (PDF)

Download: BFV Divinity ETF Fact Sheet Moderate (PDF)

Download: BFV Divinity ETF Fact Sheet Moderately Conservative (PDF)

Download: BFV Divinity ETF Fact Sheet Conservative (PDF)

BFV Harvest Growth Dividend

Download: BFV Harvest Growing Dividend Fact Sheet Aggressive (PDF)

Download: BFV Harvest Growing Dividend Fact Sheet Moderately Aggressive (PDF)

Download: BFV Harvest Growing Dividend Fact Sheet Moderate (PDF)

Download: BFV Harvest Growing Dividend Fact Sheet Moderately Conservative (PDF)

Download: BFV Harvest Growing Dividend Fact Sheet Conservative (PDF)

BFV Income Strategy Solutions

Download: BFV Income Strategy Solutions Fact Sheet Aggressive (PDF)

Download: BFV Income Strategy Solutions Fact Sheet Moderately Aggressive (PDF)

Download: BFV Income Strategy Solutions Fact Sheet Moderate (PDF)

Download: BFV Income Strategy Solutions Fact Sheet Moderately Conservative (PDF)

Download: BFV Income Strategy Solutions Fact Sheet Conservative (PDF)

BFV Purpose Funds

Download: BFV Purpose Funds Fact Sheet Aggressive (PDF)

Download: BFV Purpose Funds Fact Sheet Moderately Aggressive (PDF)

Download: BFV Purpose Funds Fact Sheet Moderate (PDF)

Download: BFV Purpose Funds Fact Sheet Moderately Conservative (PDF)

Download: BFV Purpose Funds Fact Sheet Conservative (PDF)

BFV Tax-Wise

Download: BFV Tax-Wise Fact Sheet Aggressive (PDF)

Download: BFV Tax-Wise Fact Sheet Moderately Aggressive (PDF)

Download: BFV Tax-Wise Fact Sheet Moderate (PDF)

Download: BFV Tax-Wise Fact Sheet Moderately Conservative (PDF)

Download: BFV Tax-Wise Fact Sheet Conservative (PDF)

BFV Vision CFD4

Download: BFV Vision CFD4 Fact Sheet Aggressive (PDF)

Download: BFV Vision CFD4 Fact Sheet Moderately Aggressive (PDF)

Download: BFV Vision CFD4 Fact Sheet Moderate (PDF)

Download: BFV Vision CFD4 Fact Sheet Moderately Conservative (PDF)

Download: BFV Vision CFD4 Fact Sheet Conservative (PDF)

Ready to invest in what matters most?

Reach out today to get connected with one of our valued advisers, so you can achieve your investment goals.

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