• Why You Want a Faith-Based Active Portfolio Manager

  • Feb 26 2025
  • Durée: 26 min
  • Podcast

Why You Want a Faith-Based Active Portfolio Manager

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  • Résumé

  • In this episode, Jay Peroni, CFP, dives deep into the process of "Screening and Cleaning" investments, helping listeners understand how to align their portfolios with Christian values. He explains the practical steps involved, the time commitment, and the key insights that emerge when reviewing investments from a biblical perspective. From ethical concerns to risk management, Jay offers guidance on making sure your financial decisions honor God. Additionally, Jay addresses common questions about active vs. passive management, investing for government employees, navigating retirement, and much more. Tune in for a holistic view of biblically responsible investing, practical tips, and expert advice on how to invest with faith and purpose.
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