Our Services

Christian Values Investing Inc., works exclusively to create a personal investment program for individuals and businesses whose need are evolving as their financial and personal status changes in life. We therefore, ask our clients to answer a six-page questionnaire. The questionnaire is then graded for risk tolerance and investment goals. These investment goals and risk tolerances are then used to assist in managing the client’s portfolio. We believe that long term investing is an important part of the investment process.

At Christian Values Investing Inc., the clients needs always come first. We take great pride in providing superior personalized service; responding promptly and thoroughly to all clients inquiries. Our professionals are always available for meetings scheduled at the client’s convenience. The personal service provided by our firm has led to high degree of customer satisfaction and has resulted in long standing relationships with our clients.

Some of the services we offer:

  1. Discretionary and individualized portfolio management.


  2. Access to institutional rate brokerage services.


  3. Written confirmation of all transactions.


  4. Complete monthly statements and annual tax information provided by our custodian.


  5. Prompt analysis and evaluation of portfolio via sophisticated computer system.


  6. Quarterly reports that contain Time Weighted Total Rate of Return performance evaluation.


  7. Investment Planning


  8. Retirement Planning


  9. Estate Conservation


  10. College funding


  11. Financial Planning

E-mail:  Steve Hammond
            2006
Christian Values Investing Inc.