Investing in
Your Values.
Creative Financial Designs helps you invest with intention—offering strategies that align your portfolio with your personal values and long-term goals.
Investing in Your Values.
Creative Financial Designs helps you invest with intention—offering strategies that align your portfolio with your personal values and long-term goals.
Biblically Responsible Investing
Biblically Responsible Investing (BRI) is a values-driven approach to financial management that aligns investment strategies with Christian principles. At CFD Companies, BRI is more than avoiding harmful industries—it's about investing with compassion, integrity, and a commitment to doing good. Their in-house money management team, including two CFAs, builds portfolios designed to avoid profiting from activities that conflict with Biblical values, while seeking long-term growth.
Biblically Responsible Investing
Biblically Responsible Investing (BRI) is a values-driven approach to financial management that aligns investment strategies with Christian principles. At Creative Financial Designs, BRI is more than avoiding harmful industries—it's about investing with compassion, integrity and a commitment to doing good. Their In-House investment management team, including CFAs, builds portfolios designed to avoid profiting from activities that conflict with Biblical values, while seeking long-term growth.
What are BRI values?
BRI values can be as varied as the individuals they represent. Specific values we hear most often are faith-based and involved the avoidance of investments with ties to pornography, gambling, abortion and companies with human rights violations. Alternatively, we have those who actively seek investments that promote values such as pay equality, clean water, advancements in easing human suffering and ethical business practices.
How can you invest
with BRI values?
Exploring how your investments align with your values is the first step. If your primary ethical concerns are rooted in faith, our team can provide an evaluation of your existing investments to see if they align with commonly held ethical standards. For many, this is an eye-opening experience.
What is BRI?
Biblically Responsible Investing is a strategy that incorporates an investor’s ethical beliefs into the investment selection process. Whether it’s issues of faith, sobriety or global concerns, biblically responsible investing strategies strive to avoid companies that participate in, or profit from, endeavors that are incompatible with a person’s deepest held ethical values. At Creative Financial Designs, we believe in helping individuals steward their wealth with integrity, offering investment strategies that reflect their beliefs while striving for financial growth and long-term success.
What is BRI?
Biblically Responsible Investing is a strategy that incorporates an investor’s Christian beliefs into the investment selection process. Biblically responsible investing strategies strive to avoid companies that participate in, or profit from endeavors that are incompatible with a person’s Christian values. At Creative Financial Designs, we believe in helping individuals steward their wealth with integrity, offering investment strategies that reflect their beliefs while striving for financial growth and long-term success.
What are BRI values?
BRI values can be as varied as the individuals they represent. Specific values we hear most often are faith-based and involve the avoidance of investments with ties to pornography, gambling, abortion and companies with human rights violations. Alternatively, we have those who actively seek investments that promote values such as pay equality, clean water, advancements in easing human suffering and ethical business practices.
How can you invest with BRI values?
Exploring how your investments align with your values is the first step. If your primary concerns are rooted in faith, our team can provide an evaluation of your existing investments to see if they align with commonly held Christian standards. For many, this is an eye-opening experience. Ultimately, the decision on how to invest will always be yours—you will never be pressured into a strategy that does not align with your goals or values.
"The plans of the diligent lead to profit as surely as haste leads to poverty."
Proverbs 21:5
How It Works
How It Works
Define
We cannot define what you believe to be right or wrong. Simply put, we cannot tell you where to draw the line in the sand, but we can help make certain you do not cross it once we know where it is.
Discover
We will perform a portfolio evaluation, if you currently have an investment portfolio, to highlight areas of concern based on the ethical framework you have defined. We will also help you determine which investment products are best equipped to help you honor those beliefs.
Build
When clients establish their investing objectives, risk tolerance and timeline, an ethical filter is added. This ethical filter ensures that a client’s personal values can be honored without impeding his or her financial objectives.
Our investment management team carefully selects and manages investments that align with the client's chosen strategy, using mutual funds, ETFs and equities that meet specific screening criteria.
Trust
The portfolio is intentionally managed to align with the client's values, ensuring the investments honor those values a person holds most dear.
Define
We cannot define what you believe to be right or wrong. Simply put, we cannot tell you where to draw the line in the sand, but we can help make certain you do not cross it once we know where it is.
Discover
We will perform a portfolio evaluation, if you currently have an investment portfolio, to highlight areas of concern based on the ethical framework you have defined. We will also help you determine which investment products are best equipped to help you honor those beliefs.
Build
When clients establish their investing objectives, risk tolerance and timeline, an ethical filter is added. This ethical filter ensures that a client’s personal values can be honored without impeding his or her financial objectives.
Our investment management team carefully selects and manages investments that align with the client's chosen strategy, using mutual funds, ETFs and equities that meet specific screening criteria.
Trust
The portfolio is intentionally managed to align with the client's values, ensuring the investments honor those values a person holds most dear.