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This session is part of Module 3 of the Faith-Based Investing course.
Module 3 covers practical issues including what types of screening tools are available, how to construct a diversified faith-based portfolio, addressing common concerns, and how to use a faith-based investment offering to differentiate your practice and deepen client relationships.
About the Speaker
Hillary Sunderland
Beacon Wealth ConsultantsHillary Sunderland serves as Chief Investment Officer at Beacon Wealth Consultants. Prior to joining Beacon Wealth Consultants, she served as Chief Investment Officer at a federally registered investment advisor with over $1 billion in assets under management. She has also served as a portfolio manager covering the construction of taxable and municipal bond ladders and managed client accounts at Aris Corporation, a division of AssetMark. This experience, coupled with her passion for biblically responsible investing, has equipped her for her present role of leading the investment strategies of LightPoint Portfolio Solutions.
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