Faith-Based Institutions

Institutions can align their faith with their finances, while potentially achieving market-rate returns.

For centuries, faith-based institutions have carefully integrated important religious tenets into the management of their financial assets. To achieve this goal in today's complex world requires a consultant who has developed skills and collaborative processes to guide you and your investment committee on a journey of exploration and goal-setting. Graystone Consulting is a leader in faith-based investing, helping our clients build investment policies and programs that reflect their unique faith-oriented values and considerations including restriction screening, sustainable and impact investing as well as more proactive thematic exposure. Over time, Graystone has built an intentional approach to understanding your institution’s unique missions and financial goals. This approach is supported by consulting professionals who will take the time to listen and have experience in building client-focused investment solutions that seek to generate competitive financial returns and also create positive impact to support and amplify the mission of your organization. We recognize that there is no “one size fits all" approach to faith-based investing; each client is unique. Our dynamic approach enables us to examine all pools of capital and provide critical insights necessary to align your mission with your investment portfolio and generate positive impact. We also have the tools to measure results beyond financial performance, specifically how your investments are aligned with your unique set of impact objectives and making a real difference in the world.