Season 6 Episode 4 Principles of Investing: Buiding a Portfolio with Purpose

In this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing, focusing on portfolio construction that aligns with both financial goals and values. Guests Ben Malik and Mark Riefer offer their experience and expertise. Ben Malik: A chartered financial analyst (CFA) and certified kingdom advisor (CKA), Ben focuses on buildingbiblically responsible portfolios under Bright Portfolios, which balance good returns with ethical investments. Mark Riefer: A financial advisor, and certified kingdom advisor (CKA), with a long history of managing portfolios and experience in biblically responsible investing. He emphasizes the importance of asset allocation, strategy, and moral screening in portfolio management. Philosophy of Investing: Wise Wealth emphasizes long-term investing and discipline, advising clients to stay committed to their growth portfolios despite short-term market fluctuations. Modern Portfolio Theory: While both Mark and Ben appreciate the theory’s focus on risk-adjusted returns, they recognize inefficiencies in the market that provide opportunities for active management. Diversification and Asset Allocation: They advocate a forward-looking approach in portfolio construction, taking into account market cycles, risk levels, and opportunities for adjusting asset allocations.  Importance of Values-Based Investing: A key element of the episode is the integration of biblically responsible investing (BRI), ensuring the companies they invest in align with ethical and moral values. Their portfolios are regularly reviewed and adjusted, focusing on long-term growth without losing sight of the clients’ values. Investor Behavior: The hosts discuss the importance of investor discipline and how managing emotions during market fluctuations is critical to long-term success. Wise Wealth builds investment portfolios that not only meet financial objectives but also adhere to clients' moral and ethical standards, blending portfolio management with biblically responsible investing principles. Interested in learning more about our portfolios? Schedule a 15-minute Conversation with one of our experienced financial advisors. www.wisewealth.com/contact-us 816.246.WISE (9473) [e-mail]