Introducing the Eventide Advisor Center

Transcript:

Kingdom Advisors put out a survey a couple of years ago that showed that $22 trillion — nearly half of all public equity investments — is sitting in the hands of church-attending Christians. But when we look at how that $22 trillion is invested, less than a fraction of a percent is invested in a faith-aligned manner.¹ We believe this represents an unnecessary disconnect. As Christians, our faith-driven values impact every aspect of our lives, but historically, those values have been divorced from our investments.

Financial advisors have struggled with two parts of their client conversations. One is understanding how to have the values conversation with their clients. The second is developing a values framework and then figuring out which products — mutual funds, ETFs, stocks, and bonds — align with that framework. So what we’ve built at Eventide with the Advisor Center is a service to help advisors have better conversations, while also building portfolios they can present to their clients with conviction and integrity.

At Eventide, we want to take a posture of service when working with our clients. We want to go beyond being just a product provider, or even a total portfolio solutions provider, to truly being an indispensable growth partner for financial advisors looking to grow and differentiate their practice through a faith-based lens. This investment in practice management, and ultimately the Eventide Advisor Center, reflects our commitment to partnering in that effort.

My favorite part of the Eventide Advisor Center is probably the screening tool. As an advisor, while you’re having a conversation with a client, you can look at their existing products and compare them against whatever else you’d like the client to consider. Here, you can click “Filter” and select abortion, alcohol, gambling, pornography, or tobacco — all five, or just one. This gives you a way to sit with a client without simply making a pitch. Instead, you start by asking questions and understanding the client’s values, then translate those values into a tool that shows the client what a portfolio could look like. I love this tool.

Our hope is that this becomes an ecosystem advisors can use to offer compelling tools, resources, and questionnaires for their clients — not only to gain new clients, but also to deepen relationships with existing ones. And for the broader industry, we hope this becomes a tool valued not just by financial advisors, but by investment managers as well.