Investment Management Services

Let us help you tune out the noise and take the guesswork out of investing. Our research-driven approach to investing means we generally recommend faith-based portfolios or Dimensional Funds, depending on your preference. We seek your approval prior to investment implementation and hold your investments at a nationally recognized, independent custodian.  

For Christian clients specifically, we adhere to socially responsible investment guidelines. These guidelines lay out core church principles and values that should always be kept at the forefront of faith-based investing efforts.

There are six major themes:

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  1. Protecting human life

  2. Promoting human dignity

  3. Reducing arms production

  4. Pursuing economic justice

  5. Protecting the environment

  6. Encouraging corporate responsibility

WorthyNest® also firmly believes in sustainability and alignment of your values with investments since we are located in the first solar-powered town in America, Babcock Ranch. Eventide, Guidestone and other faith-based mutual funds present an opportunity to invest in companies whose products and practices embody positive social change.

 
 

Short vs. Long-Term Investing

Did you know that one of the biggest challenges of having a long-term plan is our own emotions and behaviors? Developing a great strategy is the first step towards investing success! Take this quick assessment to understand your market mindset. WorthyNest® knows your competencies when it comes to investment decisions and creates a strategy that takes both financial goals and your unique investor profile into consideration.