Episode 79: Investing with Impact: How ETFs Can Help Align Your Wealth with Biblical Values

In this week's episode, Jay Peroni, CFP and special guest Mark Riefer, Portfolio Manager of the FIS Bright Portfolios Focused Equity ETF (ticker: BRIF) explore how Christians can align their investments with biblical values without sacrificing performance.

Mark introduces Bright Portfolios’ proprietary “3 Ps Moral Audit” system—Process, Products, and Priorities—which screens companies based on how they operate, what they produce, and how they use their profits. Products are given the most weight because they reflect a company’s core mission and value to society.

Jay emphasizes the spiritual responsibility of investing. Citing Matthew 6:21—“Where your treasure is, there your heart will be also”—he explains that investing is not neutral. Investors profit directly from a company’s practices, whether righteous or harmf ...