Get Started

Investment

Let us help you find investments
you can be “proud to own”.

Learn More

Planning

Let us help you create
a faith-based financial plan.

Learn More

Analysis

Let us analyze your portfolio
from a faith-based perspective.

Learn More

Portfolios

Large Cap

Dueling Duo Portfolio Service Dueling Duos Portfolio (DDP) detects top-ranked large caps with building momentum. We buy them when our signals tell us they are just starting to gain notice by others.

Learn More

Mid Cap

Contrarian Strategies Portfolio Service Contrarian Strategies Portfolio (CSP) turns up the best mid cap stocks that are innovative companies for the long haul.

Learn More

Small Cap

Tomorrow’s Treasures Portfolio Service Tomorrow’s Treasures Portfolio (TTP) pinpoints underfollowed small cap stocks that are well-managed companies with unbeatable products or services.

Learn More

About

fbi logo

We are proud to be an independent financial advisor! This means we do NOT sell proprietary products. Being independent allows us access to almost any investment on the market…

More

Why Choose Us

815841673v5a2j

As a leading independent financial advisor focused on faith-based investing:
– We work to help you find investments you can be “proud to own”.
– We work on a fee basis.
– We help you develop a customized portfolio solution.