Values & Philosophy
The principles that guide our investment decisions and business relationships
"A good man leaves an inheritance to his children's children."— Proverbs 13:22
This guiding principle shapes every decision we make, from investment strategy to family governance. We believe that true wealth extends beyond financial assets to include wisdom, character, and a legacy of service.
Our Core Principles
Four foundational philosophies that guide our approach to wealth stewardship
Values-Based Approach
Our core values anchor every investment decision and business relationship. We seek to honor our principles through responsible stewardship of the resources entrusted to us, treating all stakeholders with integrity and respect.
Key Applications:
- • Faith-driven decision making in all investments
- • Integrity in all business relationships
- • Stewardship mindset over ownership mentality
- • Service to others through wealth building
Contrarianism
We embrace independent thinking and analysis, often going against conventional wisdom when our research and faith-based principles suggest a different path. This contrarian approach helps us identify opportunities others miss.
Key Applications:
- • Independent analysis over herd mentality
- • Long-term thinking over short-term trends
- • Value investing in overlooked opportunities
- • Questioning conventional market wisdom
Stoicism
Stoic principles provide the mental framework for disciplined decision-making and emotional resilience. We focus on what we can control, accept what we cannot, and maintain equanimity through market cycles.
Key Applications:
- • Emotional discipline in volatile markets
- • Focus on controllable factors
- • Resilience through adversity
- • Rational decision-making processes
Values Integration
We integrate our faith, contrarian thinking, and Stoic discipline into a cohesive framework that guides every aspect of our business. This integration ensures consistency between our values and our actions.
Key Applications:
- • Consistent decision-making framework
- • Alignment of values and actions
- • Holistic approach to wealth building
- • Multi-family perspective
Biblical Foundation for Faith-Driven Stewardship
Biblical Foundation for Courage & Faith
Investment Philosophy
How our principles translate into practical investment strategy
Stewardship Over Ownership
We view ourselves as stewards of wealth rather than owners, recognizing that all resources ultimately belong to God. This perspective shapes our approach to risk management, diversification, and long-term planning.
Contrarian Value Investing
Our contrarian approach leads us to seek value in overlooked markets and assets. We focus on fundamental analysis and long-term value creation rather than short-term market movements, often investing when others are fearful.
Multi-Generational Thinking
Every investment decision considers its impact on future generations. We prioritize sustainable growth, ethical business practices, and assets that will provide both financial returns and positive societal impact.
Disciplined Risk Management
Stoic principles guide our risk management approach. We maintain emotional discipline during market volatility, focus on factors within our control, and build resilient portfolios that can weather various economic conditions.
Biblical Foundation for God's Provision
Family Governance
How we structure family decision-making and legacy planning
Decision-Making Framework
- • Faith First: All decisions align with Christian values
- • Family Unity: Consensus-building among family members
- • Long-term Focus: Multi-family impact consideration
- • Stewardship Mindset: Responsible resource management
Legacy Planning
- • Wealth Transfer: Structured family wealth transfer
- • Education: Financial literacy for future generations
- • Values: Passing on faith and principles
- • Purpose: Meaningful use of family resources
Biblical Foundation for Family Unity
Share Our Values?
Connect with us if our faith-driven, principled approach resonates with your investment philosophy