We welcome your interest as a financial advisor in Foundation Financial and in Biblically Responsible Investing (BRI). In addition to this investor-oriented part of the website, financial advisors are welcome to contact us for access to a brief advisor-oriented section of this web site.
Before leaving this investor portion of the website, we suggest that you review:
- overview of our firm and services
- About Us – especially the Why Screen for Values section
- Investment Management – browse our 12 step Investment Process
These sections, especially the 12 Step Investment Process, reflect our underlying philosophy. We inform investors about our approach to key topics, such as screening and investment management. We want our investors to be well-informed on BRI and our services.
We hope you and your clients find this information helpful. We welcome your comments and questions.