Over the past three decades, a large variety of faith-based investing options have been created. Beginning in the 1990s, an industry that became known as “Biblically Responsible Investing”, or BRI, was born. In the first decade, funds such as Timothy Plan, Praxis Funds, Ave Maria Catholic Fund, and GuideStone Funds opened a variety of mutual funds, followed shortly thereafter by funds from Eventide, Crossmark Global and others. In the past several years, faith-based exchange traded funds have been created and added to the mix. Faith-Based Investing is now a mature industry, with a long history and track record.

Over six years ago, we at Stonecrop Wealth Advisors created our own faith-based mutual fund models and began investing our own money in them. We wanted to invest out of our own personal convictions and develop a track record that would give us confidence to recommend faith-based portfolios as fiduciaries to clients interested in getting attractive investment returns and investing in a manner that more closely aligns with their convictions.