Stewardship Partners

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Founded in 2000 by former Templeton portfolio manager, Howard "Rusty" Leonard, CFA, Stewardship Partners seeks to address this issue by offering both highly skilled, experienced, professional money management and the best research available on the character exhibited in products, management and causes supported by the public companies in which we invest. Armed with these skills and research, we seek to invest our clients' portfolios in securities of those firms that offer the best combination of long-term capital appreciation potential and strong, biblically-based values so that our clients can be assured that their Christian worldview is reflected in their investment portfolio.

Are we saying, then, that one should immediately divest of his/her mutual fund holdings if they own shares of objectionable companies? No. We realize, for example, that there may be no other choices in a 401K plan. In such cases, we do the best we can with the alternatives available to us (and we lobby our company to provide a BRI compliant fund in its plan). Regardless of one's BRI options, we would encourage all Christians to seek God's guidance in this matter by daily prayer and Bible reading. And we would again offer the caveat of Christian liberty of conscience before God.

Regarding defense companies, for instance, Christians have differing views. Some denominations have a heartfelt belief that all war is evil and it should be avoided at all costs. Consequently, defense and firearm manufacturers are eliminated from their portfolios. Most Christians, however, understand that there are times when warfare is unavoidable and that acquiring armaments is justifiable in order to defend a nation. Indeed, a well-armed nation can be a deterrent to warfare and the death and destruction that accompanies it. At the Biblically Responsible Investing Institute, we fall into the latter camp and thus do not collect data on weapons manufacturers.

Within each of these ten broad areas (called screens), BRII has further delineated and defined specific activities (parameters). So, for example, within the alcohol and tobacco screens, BRII identifies publicly-traded manufacturers and wholesale distributors.

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