Bright Portfolios for Churches

Biblically Responsible Investing (BRI) solution for church 403(b) plans

 

Offer BRI Portfolios

Low-cost asset allocation models

Turnkey Administration

Bundled service includes record keeping and TPA

Guided Enrollment

Personalized enrollment for plan participants

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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Our 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 on Nobel Prize-winning Modern Portfolio Theory to bring an institutional investment approach to your investments while helping you align your portfolio with biblical values.


Want to learn more about our portfolios?

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Turnkey Plan Administration

We help design and manage your retirement plan

 

-Investment and plan design-
-Plan and participant reporting-
-Participant enrollment-
-Participant website-
-Record keeping and administration-

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Guided Participant Enrollment

Interactive and online enrollment delivers personalized experiences for individual retirement needs, risk tolerance, investments, and contribution amounts.