Most "faith-based" screens stop at the headline issues. KJ Smith will show you the deeper framework — one that catches the moral leakage hiding inside funds that already call themselves Catholic, Christian, or responsible.
Seats are limited. A recording will be sent to registrants who can't attend live.
KJ Smith founded Ethos Logos Investments in response to an outcry from Catholic individuals and institutions for a faith-aligned, employer-sponsored retirement plan — one that makes values-based investing accessible to investors of every sophistication level.
KJ seeks to serve Christ by enabling Christians to expand their spheres of influence through socially and environmentally responsible investing — while edifying investors with competent, honest financial advice and service.
He has spent his career investing for Catholic institutions, Fortune 500 companies, business owners, independent contractors, and individual investors.
A real excerpt from a portfolio audit, simplified for illustration.
KJ doesn't think your money should be managed apart from your conscience.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc., an SEC-registered Investment Adviser. KJ has spent his career investing for Catholic institutions, Fortune 500 companies, business owners, independent contractors, and individual investors.
Why secular ESG and even some Christian-labeled funds let moral leakage through — and how to spot it in your own statements.
A live walkthrough of how Tier 1 through Tier 4 scoring works, and what separates intrinsic evil from remote material cooperation.
Why a values-aligned portfolio is one expression of a life rightly ordered — not a compliance checklist to clear.
Bring your statements, your questions, or your skepticism. We'll address them directly.
You want your portfolio to reflect your convictions — not just avoid the worst headlines.
You're fielding more values-based questions from clients and want a real framework, not a marketing label.
You're thinking generationally about what your capital funds — and what it should never fund.
Save your seat for Thursday, July 30 at 12:00 PM ET. Limited spots, recording sent to all registrants.
Reserve Your Seat →