Aligning Faith With Finances

Values-Driven Decision Making

Comprehensive Investment Screening

Focused on Stewardship & Accountability

Personal, 1-on-1 Management

GET YOUR FREE GUIDE TO BRI

Let us show you how Biblically Responsible Investing is the responsible stewardship choice for people of faith.

Jeff Talarico CRPC® , CKA®

Financial Advisor

Get your free Guide to BRI

Let us know where we can send your free guide to investing with BRI principles. Since 2012, we've helped hundreds of our clients better align their faith and finances. This guide will give you additional information to help you determine if BRI is right for you.

We will never sell or share your contact information.

Founding BRI Principles

First and foremost…..to understand Biblically Responsible Investing, you need to believe that what you have is not yours; it all belongs to God.

Biblically Responsible Investing (BRI) is an investment approach that aims to align financial decisions with biblical values and principles. Founded on the belief that individuals and organizations should be responsible stewards of their resources, including financial assets, and that these resources should not be used to support companies or practices that are deemed contrary to biblical teachings. However, there are many misconceptions about BRI which can often lead to confusion. I hope this paper helps to clarify what BRI is and what it isn't, shedding light on its guiding principles and key distinctions.

What BRI *IS*

Ethical Screening: BRI involves a thorough ethical screening of investment options based on biblical principles. This exclusionary screening process typically targets companies that are involved in activities like abortion, pornography, and gambling. Some screens will also exclude companies with a significant involvement in the production or distribution of alcohol or tobacco.

Values-Driven Decision-Making: BRI prioritizes investments in companies that demonstrate ethical practices, corporate responsibility, and positive contributions to society, as defined by biblical values. This approach promotes supporting businesses that uphold principles of justice, fairness, and compassion.

Aligning Investments with Personal Beliefs: BRI offers individuals and organizations the opportunity to align their investments with their personal beliefs and values, allowing them to contribute to the promotion of societal well-being while generating financial returns.

What BRI *IS NOT*

Exclusively Religious: BRI is not exclusive to religious individuals or organizations. While it is rooted in Christian values, BRI can be embraced by investors of various faiths or those who prioritize ethical investing based on shared moral values and principles.

A Guaranteed Financial Strategy: BRI does not guarantee higher financial returns. While it aims to uphold ethical and moral standards, the financial performance of BRI portfolios may fluctuate based on market conditions and other economic factors, just like traditional investment portfolios.

Static and Unchanging: BRI is not a static investment approach. It changes along with shifts in societal values and concerns, adapting its screening criteria and investment strategies to reflect contemporary ethical and moral dilemmas.

Get Your Free Guide to BRI Investing

Biblically Responsible Investing remains a significant approach for investors seeking to integrate their faith-based values into their financial decisions. It encourages ethical investment practices while emphasizing the importance of stewardship and accountability.

By understanding what BRI entails and what it does not, you, the investor, can make informed decisions that align with your personal beliefs and financial goals, contributing to a more ethically conscious and responsible investment landscape.

If you would like your portfolio screened to see if it matches your faith and beliefs, give us a call today at 830.315.6533!

You’ll be glad you did.

Frequently Asked Questions

Who is this webinar for? The webinar is ideally suited for individuals, small to medium business owners, and anyone interested in tax savings.
What can I expect to learn? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s.
How can I apply these strategies? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s.

Do I need prior knowledge of finance or tax? No, we simplify complex tax rules into easy-to-understand guidelines.
How do I reserve my spot? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s.
Is there any fee associated with the webinar? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s.

Get your free Guide to BRI

We will never sell or share your contact information.

Jeff Talarico is a financial advisor located in Kerrville, TX. He can be reached by phone at 830.315.6533 or by email at jefft@lasallest.com. Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Talarico and Associates is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.