Hey Barbara,
Welcome to the group!
I'm not for sure if there are any faith-based portfolios yet approved on the CAAP platform, but I successfully build my own with products from Eventide Funds and Inspire ETFs.
www.eventidefunds.com
www.inspireetf.com
At Eventide in particular, the Gilead fund is a "MUST HAVE" in any portfolio I manage, and I also like the Healthcare and Technology ones, if you want to get sector specific.
If you have any additional questions on portfolio construction, let me know.
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Aaron L. Witten, CFP®, CKA® CRC®
Registered Representative
CERTIFIED FINANCIAL PLANNER Professional
Certified Kingdom Advisor
Certified Retirement Counselor®
Witten Financial Services, LLC
203 W. White Oak St.
P.O. Box 4039
Leitchfield, KY 42755-4039
(270) 200-1056 -- Office/Fax/Text
aaron@wittenfinancial.com
www.wittenfinancial.com
www.galdaron.com
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Original Message:
Sent: 02-17-2021 16:54
From: BARBARA MULL
Subject: Mutual Fund Choices
I am interested in Faith Based Portfolio's - was searching thru Cambridge preferred symbols and don't see Ava Marie or Crossmark on the list, how do we know what all we can offer? TIA