Whether therefore you eat, or drink, or whatsoever you do, do all to the
glory of God.
- I Corinthians 10:31

Frequently Asked Questions

22. How do I invest through FFI?

There are two main ways:

  1. Local Adviser. Find a trusted local adviser (such as through www.kingdomadvisors.org). Ask him or her to hire Foundation Financial as a Sub-Adviser to manage your assets. Your advisor may also be able to access Foundation Financial, Inc. (FFI) through BridgePortfolio’s platform of BRI managers – see www.BridgePortfolio.com .
  2. Foundation Financial. We focus on serving clients in upstate SC. Three items of paperwork are required:
    • Investor Profile/Risk Tolerance Questionnaire –these questions help us advise you on the asset-allocated portfolio that is best for you;
    • New Account Application - from the custodian to open the account; and
    • Advisory Agreement – with Foundation Financial to be your investment adviser.

Securities regulations also require that you receive our Form ADV and our Privacy Policy.

In addition to our investment management services that are based on BRI, we also provide, as a Kingdom Advisor, counsel based on biblical financial wisdom and access to our network of qualified Christian financial professionals in upstate South Carolina with expertise in: financial planning, estate design and law, accounting and insurance.

Please contact us.

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