In my conversations with advisors across the country, one thing is becoming increasingly clear: the conversation around values based investing is no longer optional. It is essential.
At Inspire, we have seen a rising interest in faith based investing (FBI), not just from investors, but from the advisors who serve them. Many are feeling a growing tension between the portfolios they manage and the principles they or their clients deeply care about. This shift is not driven by politics or marketing trends. It is driven by conviction.
Here are the real world pain points I hear over and over again:
These are not surface level concerns. They are rooted in something deeper, and they are pushing more advisors to consider faith based solutions seriously.
Yet, despite the felt pain and the increasing client demand, many advisors hesitate to move forward. When we take the time to unpack why, here is what we usually hear:
Faith based investing starts with moral alignment, but it doesn't end there. FBI offers a higher level of engagement, building deeper trust, and helping advisors grow a practice that reflects their principles and their clients’ expectations.
If you have felt that internal conflict or client pressure, you are not alone. The good news is that you do not have to compromise. There is a better path available. Let’s talk about how to bring alignment, performance, and purpose together in your practice.
Daniel Mastrolonardo is the Vice President of Sales for Inspire Investing and Chairman of the Give50 Committee, overseeing Inspire’s missional giving strategy and partnerships. Daniel is a Certified ETF Advisor with a Bachelor’s degree in Organizational Management from The Master’s University and a Series 65 license. Outside of work, Daniel enjoys hosting a theological podcast, testing his limits with extreme sports, adventuring in nature, and spending time with his wife and four children.
In my conversations with advisors across the country, one thing is becoming increasingly clear: the conversation around values based investing is no longer optional. It is essential.
At Inspire, we have seen a rising interest in faith based investing (FBI), not just from investors, but from the advisors who serve them. Many are feeling a growing tension between the portfolios they manage and the principles they or their clients deeply care about. This shift is not driven by politics or marketing trends. It is driven by conviction.
Here are the real world pain points I hear over and over again:
These are not surface level concerns. They are rooted in something deeper, and they are pushing more advisors to consider faith based solutions seriously.
Yet, despite the felt pain and the increasing client demand, many advisors hesitate to move forward. When we take the time to unpack why, here is what we usually hear:
Faith based investing starts with moral alignment, but it doesn't end there. FBI offers a higher level of engagement, building deeper trust, and helping advisors grow a practice that reflects their principles and their clients’ expectations.
If you have felt that internal conflict or client pressure, you are not alone. The good news is that you do not have to compromise. There is a better path available. Let’s talk about how to bring alignment, performance, and purpose together in your practice.
