Align Investment Research is committed to providing advanced investment strategies designed for individuals and organizations seeking to integrate their faith with their financial objectives. Our approach combines the timeless principles of biblical stewardship with academic rigor and disciplined investment management practices.

Our Mission
Align was established to elevate the standard of Biblically Responsible Investing (BRI). Recognizing the limitations of traditional BRI approaches, we developed Biblically Aligned Investing (BAI) a proprietary strategy that extends beyond basic screening. By integrating biblical alignment with sophisticated portfolio construction, risk management, and financial research, we aim to help clients steward their resources with both conviction and confidence.

Our Founder
With more than 25 years of experience in investment research and wealth management, Align’s founder has advised individuals, families, and institutions, earning the trust of financial professionals nationwide. As an “Advisor’s Advisor,” he has been entrusted with managing significant portfolios and providing economic and investment insights that influence decision-making at a national level.

The founder’s qualifications include the prestigious Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Kingdom Advisor (CKA®) designations. This rare combination underscores his expertise in integrating faith-based values with rigorous financial planning and investment analysis.

Why Align?
At Align Investment Research, we combine a deep respect for biblical principles with advanced financial expertise to offer strategies that align with clients’ values and long-term goals. While no investment strategy is without risk or guarantees, we strive to deliver thoughtful, research-driven solutions that reflect both faith and financial discipline.