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The "why" and "how" of faith-based investing can be summarized by answering four key questions: 1) Does faith-based investing matter? 2) Does it make a difference? 3) Can I do it with excellence? 4) Can I build a successful practice on it? Three leading practitioners discuss how faith-based investing drives their businesses.
Loran Graham is a financial advisor specializing in faith-based investing and leads Loran Graham Company as CEO. He is also the author of Investing with Integrity: How Investment Choices Can Be an Act of Worship. Loran has earned the Certified Kingdom Advisor® designation and lives in Spokane, Washington with his wife and two children.
Cassandra Laymon is the President of Beacon Wealth Consultants and Director of Institutional Sales for LightPoint Portfolios. Cassandra partners with advisors and their business owner and church clients as a Certified Plan Fiduciary Advisor to better understand their company retirement plan objectives and design, to make them values-aligned, efficient, and cost effective. She also assists financial advisors and business owners in better understanding their fiduciary responsibilities and how to effectively delegate those to a qualified investment manager - 3(38) Fiduciary. Cassie is the author of the book I Found Jesus in the Stock Market: How Biblically Responsible Investing Can Change Your Heart, Too. She has also earned the Certified Kingdom Advisor® credential.
Jason Myhre is a managing partner of Eventide, a Boston-based investment company practicing faith -and values-based investing. In his day-to-day work, he serves as director of advocacy, where he speaks to audiences about the importance of considering one's values when making investment decisions. In prior roles at Eventide, Mr. Myhre led marketing and sales.