Principled Investing

Professional Investing for Principled Investors

 

We work with financial advisors to offer professionally-managed, Biblically Responsible Investing (BRI) portfolios.

 

Biblical Investments

Offer diversified, low-cost, asset allocation portfolios

Automated Solutions

Spend more time doing the things that matter to you

About Bright Portfolios

Learn more about our stewardship approach to investing

Honor the Lord with your wealth; with the firstfruits of all your crops.
— Proverbs 3:9
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Offer BRI Portfolios

We use a combination of ETFs and mutual funds to build broadly diversified, biblically-screened investment portfolios. We seek to maximize risk-adjusted returns while keeping expenses as low as possible.

Our investment approach is built using Modern Portfolio Theory with funds from Eventide, Timothy Plan, Inspire, and others to help align your client's portfolio with biblical values.


Want to learn more about our portfolios or request fact sheets?

Remember this - you can’t serve both God and money. But you can serve God with money.
— Selwyn Hughes
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Streamline Your Back Office

 

Grow your business by spending time on things that matter. Our turnkey solution is branded to your firm and includes:

-Performance Reporting-

-Billing & Invoicing-

-Advisor & Client Portals-

-Trading & Rebalancing-

-Investment Proposals & IPS-

-Portfolio Fact Sheets-

-BRI Marketing Materials-

 
The one principle that surrounds everything else is that of stewardship; that we are the managers of everything that God has given us.
— Larry Burkett
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About Bright Portfolios

 

Bright Portfolios is an investment firm dedicated to helping financial advisors and their clients integrate their faith with their investments. Everything we do stems from a stewardship mindset - God owns it all and we're called to manage what He's entrusted to us in a way that honors Him.

Our mission is to make Biblically Responsible Investing accessible and affordable.

We accomplish this mission by providing unique investment solutions for financial advisors and their clients.

 

After starting his career as a teacher and a coach, Stephen took his passion of educating others and adapted it to the financial services industry. He was motivated by the desire to bring financial wisdom to his clients, which he has been doing for over a decade. Stephen enjoys working with people who share his belief that wealth is a tool that needs to be managed wisely in order to produce the best results. He provides financial education and motivation through workplace financial education workshops and he provides financial inspiration and instruction to churches and faith-based organizations.

Stephen resides in Lee’s Summit, Missouri with his wife Amy, and they have four children together. He enjoys traveling, spending time with his family and is an avid sports fan. He is active in his local church, sits on several non-profit boards, is involved in international missions and is a significant contributor to many philanthropic endeavors.

After graduating with a degree in Financial Management, Ben began his career in the financial industry. He has been providing investment advice and managing investments for almost a decade. Ben continued his education, earning an MBA from University of Kansas, the Certified Kingdom Advisor designation, and the Chartered Financial Analyst® designation, the most respected and recognized investment management designation in the world.

Several years into Ben’s financial career, his eyes were opened to the concept of Biblically Responsible Investing. It’s because of the convictions God placed on his heart regarding BRI that he felt led to start Bright Portfolios.

Ben resides in Grain Valley, MO with his wife Shelby, and they have three children together. He loves spending time with family and friends, serving in the local church, and anything competitive.

We work with the following custodians:

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If your custodian is not listed or you work with a broker/dealer, contact us to see how we can help.

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Have questions? Want to learn more?