Faith-Based Element Strategy for Small Accounts
The faith-based element strategy is specifically tailored for those starting out and still seeking good diversification while adhering to their fundamental religious values. With a minimum investment requirement of $2,500, this strategy is accessible to individuals who are looking to kickstart their investment journey with a focus on aligning their financial decisions with their religious beliefs.
- The faith-based element strategy is designed for small accounts with a minimum of $2500 and prioritizes good diversification.
- The strategy consists of a suite of only seven to ten funds to provide a strategic, diversified portfolio with minimum fees, while still delivering growth.
- Fund managers are consistently reviewed and screened by the faith-based software and during quarterly reviews.
- The faith-based element strategy includes a built-in plan for growth by automatically moving to a Standard strategy when the account reaches $50,000 for more exposure and opportunities for growth and diversification.
- The risk tolerance available in faith-based elements is tailored to individual investors' profiles.
https://www.investopedia.com/articles/stocks/12/investing-and-faith.asp
https://www.financialsamurai.com/taking-a-leap-of-faith-retiring-on-own-terms/
https://retirementstewardship.com/2022/05/25/faithful-investing/