Faith-Based Investing Advisory Council

 View Only

  • 1.  Biblically Responsible Investing/Faith Based

    Cambridge Community of Women
    Posted 06-21-2023 13:36

    I did a search on this topic and it was quite old - I am interested in incorporating more of this into my business and would like to know resources and ideas others are using.  Thank you! Barbara



  • 2.  RE: Biblically Responsible Investing/Faith Based

    Posted 06-21-2023 13:53

    Barbara,

    Give me a call sometime and we can discuss.

    Mark



    ------------------------------
    MARK TRICE
    CLEARVISTA FINANCIAL
    MTRICE@CLEARVISTAFINANCIAL.COM
    Waco, TX
    5123811510
    ------------------------------

    Original Message


  • 3.  RE: Biblically Responsible Investing/Faith Based

    Bronze Most Valuable Member
    Posted 07-06-2023 12:26

    Barbara, 
    I am still a novice in this field, but very passionate about Faith Based Investing.  I am happy to chat some time if you would like.

    David



    ------------------------------
    David A. Nieswiadomy
    (940) 391-7607
    david@nieswiadomyplanning.com
    ------------------------------

    Original Message


  • 4.  RE: Biblically Responsible Investing/Faith Based

    Cambridge Community of Women
    Posted 08-09-2023 16:49

    I would love to, do you have any time friday after 11am est available? Thank you


    Original Message


  • 5.  RE: Biblically Responsible Investing/Faith Based

    Posted 08-10-2023 03:17

    Hi Barbara, I'm new to CIR but not to faith based investing. I've settled on a system called iQuant for a number of models/strategies for faith based and not. They have a model called 40 days that screens companies and ranks them for quarterly rebalance. If you're interested let me know and I'll share my experience. 559-900-2360


    Original Message