Investing with Excellence Advancing the Kingdom. We are a Kingdom-focused investment association committed to educating advisors and investors by providing opportunities to bring about change in the hearts, homes, cities, nation, and world that we serve. BRI is an investment decision making process that applies Christian values in the investment analysis, seeking to invest in companies that best represent those Christian values.

To manage accounts, create MAx Models and get access to our Knowledge Bank. To manage your assets on the Jefferson National Account Management website. Add a Third-Party Investment Advisor. Help RIAs and fee-based advisors better serve their clients to build wealth and achieve their financial goals. We are committed to creating value-added products and services for High Net Worth investors and fee-based advisors.

A Membership Community of Competent Christian Advisors. Return Incredible Value to Your Clients.

Primer on Purposeful Trusts and Gifts. Primer on Uses and Abuses of Trust Protectors. The 2015 Rendezvous will take place Wednesday, August 5th Friday, August 7th, 2015. The Fusion Collaboration is a new symposium for attorneys, CFPs, CLUs, CPAs, family business consultants, trustees and wealth managers who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing. Fusion Collaboration will showcase th.

FEBRUARY 18-20 OMNI ORLANDO RESORT AT CHAMPIONSGATE. Attend the annual conference and expand your expertise in offering biblically wise financial advice. The Annual Conference is the single best way I know to .