Contact: Steve Ensley, 850-362-6180
KOKOMO, Ind., March 22, 2012 /
Christian Newswire/ -- Purity Network Ministries, a ministry dedicated to finding and recommending resources that uphold Biblical values is pleased to announce an organization that adheres to Biblical financial responsibility. In these uncertain times, it is extremely important to invest with moral and financial values.
cfd Investments, Inc., a registered broker/dealer firm with a mission statement that reads "…dedicated to providing Financial Advisers with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients' goals and objectives through a team of home office personnel committed to serving advisers in a Christ-like manner…", is taking their commitment to a new level.
cfd Investments has purchased a site license to a screening tool called the
eVALUEator. This tool will grant their Financial Advisers (FAs) access to a service that will provide them with the ability to perform complementary "moral audits" for their clients and prospects.
The eVALUEator Services software gives financial professionals the ability to show their clients the cumulative percentage of assets they may unknowingly have invested in companies involved in areas such as abortion, pornography and anti-family types of activities.
Biblically Responsible Investing (BRI) has become an ever increasingly popular approach for both culturally conservative investors and advisers. "While cfd Investments sees the BRI market as being virtually untapped, they also believe that offering their clients the opportunity to match their moral convictions with their investment decisions is a necessary service", said Brent Owens, President of cfd Investments.
While noting that being a registered FA at cfd does not mandate one utilize this screening tool, Mr. Owens indicates that making it available to all reps is the right thing to do. He says, "We expect all of our Financial Advisers to know and follow the FINRA Suitability and Know Your Customer Rules, especially in light of the new Rule 2111 (Suitability) and Rule 2090 (Know Your Customer), which will become effective July 9, 2012. We are making this tool available because, in my opinion, far too many Advisers in our industry neglect to ask many important questions."
Mr. Owens states that, although the use of the eVALUEator screening tool is not required, they do hope that their FAs will at least ask all of their clients and prospects simple questions like "are there any moral, ethical or spiritual issues you would like me to consider before I make any investment recommendations?"
cfd Investments currently employs 170 registered Financial Advisers. Owens says, "Our goal is to have grown that Adviser base by 5% to 10% by the end of 2012 and we are confident that, by being a broker/dealer who provides these types of tools and encourages our Advisers to be strong in their faith, that goal is attainable."
For more information regarding cfd Investments, Inc. visit
www.cfdinvestments.com, or to speak with Mr. Brent Owens, call 800-745-7776.
