Investing with Integrity,
Aligned with Your Values

Let’s structure your investments in a way that honors both your goals and your values.

Are your investments aligned with your faith?

At Anthem Advisors, we believe your financial plan should reflect more than numbers. It should reflect what matters most to you. Too often, people build wealth without considering whether their investments support or conflict with their deeply held values. Our approach to investment management is different. We don’t just ask about your financial goals. Through faith-based investing, we help you put your money to work in a way that seeks both financial growth and alignment with your beliefs.

Our approach:
Faith-Based Investing

We take a faith-based approach to investing, which we believe can benefit all investors. While building your portfolio, you’re also making a positive, tangible impact on the world. Investments have the power to transform lives, develop new technology, and promote human flourishing across the world. Our faith-based investing approach is simple:

We elevate organizations and companies that seek to make a positive difference in the world, including those that promote quality healthcare, generate sustainable employment, elevate fair labor practices, and more.
We avoid organizations that go against biblical principles and potentially cause harm to vulnerable people groups, the environment, and the spreading of the Gospel.

Learn more about our faith-based investing approach:

Understanding your investment story

Our investment strategy addresses what you need with regards to income and what you’d like to invest in. Here’s how we understand your investment story:

What your investments can do

Here are just a Few Ways Your investments can make an impact:

Banking for the Unbanked

Indonesia

One of the world’s largest microlenders, Bank Rakyat Indonesia, provides small loans to people who would otherwise have no access to credit. By extending opportunity to rural and underserved communities, they’ve helped millions of families rise out of poverty and built a model now studied across the developing world.

Protecting Children Online

United States

Fiserv, a global payments company, helped dismantle payment systems used for child exploitation online. By co-chairing an international coalition, they virtually eliminated the use of credit cards for illegal images worldwide, proving that financial systems can be used to protect vulnerable populations.

Clean Water for Children

Vietnam

An international bond project funded the production of 300,000 water purifiers for schools across Vietnam. The initiative now provides safe drinking water for 2 million children while reducing the need for wood-burning fires that cause harm to the environment.

The Anthem Advisors staff are friendly and easy to work with. They invest my funds in companies that reflect my values. I appreciate them meeting with me to continue goals we have set.

Barbara Lyons

I highly recommend Cavett and his team at Anthem Advisors. He has taken the time to understand my risk tolerance and helped me to invest accordingly. He answers all my questions respectfully and in terms I can understand. I really appreciate the faith based approach to investing that they provide, and I truly believe Cavett and his team have my best interest at heart!

Jane S

I really appreciate the fact that I can participate in Values Based Investing. That means that the types of products, services, and activities that I don’t participate in as I live my life, are also NOT in my invest portfolio, whereas those principles, products, and services that I do value ARE in my portfolio. Because of this opportunity, my investments bless others, while in turn, the earnings they create bless my net worth. A win-win-win in my view. Anthem Advisors does a marvelous job of finding opportunities for building upon what’s good and right while building for your own future needs at the same time. Try them out!

Lynne Woods

Investment Management FAQs

What is a Certified Kingdom Advisor^® (CKA^®)?

A Certified Kingdom Advisor® (CKA®) is a financial professional who has completed specialized training in applying biblical principles to financial planning and stewardship.

Cavett Cooper holds the CKA® designation, which supports Anthem Wealth Advisors’ faith-based approach to investing, generosity, and long-term financial decisions. For clients who want their financial plan to reflect their faith, that perspective helps bring their values into the conversation alongside retirement, investments, taxes, and giving. Learn more on Anthem’s CKA® page.

What does it mean to work with a Christian financial advisor?

A Christian financial advisor brings biblical principles such as stewardship, generosity, and contentment into financial planning and investment advice. At Anthem Wealth Advisors, we view business as a ministry, and our mission is to honor God by equipping investors on their stewardship journey.

In practice, conversations about retirement, investing, and taxes also make room for questions about contentment, giving, family, and how you want to use your entrusted resources. Each client decides how much faith-based guidance to include in their planning.

Do I have to be a Christian to work with Anthem Wealth Advisors?

No. Anthem Wealth Advisors works with clients of any background. The firm’s faith shapes how it works, with integrity, transparency, and care for each household it serves. Each client decides how much faith-based guidance plays a role in their own plan. Anthem’s investment accounts are managed with faith-based investing models, so it is worth asking how those screens work during your first conversation.

What is faith-based investing, and how does it relate to biblically responsible and values-based investing?

Faith-based investing, also called biblically responsible investing (BRI), is a form of values-based investing that seeks to align a portfolio with Christian convictions. Anthem Wealth Advisors’ investment models use two types of screens: one (exclusionary) seeks to avoid companies involved in abortion, pornography, gambling, tobacco, alcohol, cannabis, predatory lending, human rights violations, or severe ethical controversies. The other (inclusionary) favors companies whose products or practices support flourishing families, the sanctity of life, quality healthcare, access to education, fair labor, and thriving communities. Read more in What Is Values-Based Investing?

Will faith-based investing hurt or help my returns?

Faith-based investing doesn’t necessarily mean sacrificing investment performance. Faith-based portfolios can perform comparably to traditional portfolios, although returns may be higher or lower depending on market conditions and the investments held.

At Anthem Wealth Advisors, we build diversified faith-based portfolios with your financial goals and values in mind. We also discuss potential tradeoffs and regularly review your portfolio as part of our ongoing investment management process.

take your investment impact further

Faith-based investments can be a valuable asset in any portfolio. Talk with our team today to discover how your return on investment can also have a return on impact.

Investing with Integrity, Aligned with Your Values