The move marks a departure from the firm’s previous model, which kept these faith-based strategies exclusively for internal clients. By integrating with the industry’s primary custodial platform, the Kokomo-based firm aims to simplify the inclusion of value-aligned assets for external financial advisers. These portfolios evaluate companies based on both financial performance and business practices that adhere to biblical principles.
In section Releases
Creative Financial Designs Expands Access to Faith-Based Portfolios
Investors seeking to align their capital with spiritual convictions now have broader access to Biblically Responsible Strategies. Creative Portfolio Management, a division of Creative Financial Designs, has officially launched its specialized investment suite on the nation’s largest RIA custodial marketplace, opening a four-decade-old methodology to a wider audience of advisers.
Creative Financial Designs currently manages over $3.5 billion in assets. President Brent Owens stated the partnership serves as a pivotal evolution for the firm, allowing them to scale their principled investment framework. While the strategies prioritize ethical alignment, the company emphasizes that these options remain subject to standard market risks, requiring careful assessment of an individual’s time horizon and risk tolerance before adoption.
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