How are investments for your portfolio selected?

First we find out about you. We consider your short-term and long-term financial needs and goals, your risk tolerance and your risk capability, and other aspects. We then consider many different factors such as fund fees, liquidity, tax implications, the economic environment, etc. to determine investment choices appropriate for you.

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What is Biblically Responsible Investing (BRI)?

BRI takes a values-based approach to selecting your investments, seeking to align your investment portfolio holdings with Christian principles. It's designed for those who are concerned about God-honoring stewardship of their assets and who prefer to invest in companies that more closely align with Biblical principles. 

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How much does professional Investment Management cost with Fruit of the Vine Financial?

Our Investment Management service includes investment and economic analysis performed on a regular basis, rebalancing and trading, and providing individualized investment advice. The cost structure is below and is based on a percentage of your assets under our management. 

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    $1 - $ 100,000                  1.50%

       $100,001 - $500,000        1.25%   

     $500,001 - $1 mil.            1.00% 

     $1 mil. - $2 mil.                0.90%

     $2 mil. - $3 mil.                0.80%

     $3 mil. - $5 mil.                0.70%

     > $5 mil.                           0.60%