PORTFOLIO SCREENING
You Know What You Believe.
Do You Know What You Own?
Whether you’re concerned about current ballot measures, abortion-related activities, or corporate exploitation, do you know which companies your investments hold—and what those companies are involved in?
At Inspire Advisors Northwest Group, we help you look beyond fund names and account balances to better understand the companies behind your investments.
Ask questions • Learn how screening works • See if we’re a good fit
Your first step is a 15-minute introductory conversation to explore how portfolio screening works and whether it is right for you.
Eric Boyum, AAMS®, CKA® | Financial Advisor Since 2007 | Bestselling Author
The Fund Name Doesn’t Tell the Whole Story.
You may know how your IRA, 401(k), or mutual funds are performing. But do you know what the businesses inside them actually do? A single fund can own hundreds of companies—each with its own products, practices, and policies.
Some may reflect your beliefs. Others may raise questions you have never had reason to ask.
Screening Goes Beyond One Issue.
Abortion-related involvement is one category. Biblical-values screening also examines other corporate activities and positive practices that matter to many investors.
ACTIVITIES TO EXAMINE
- Abortion services, drugs and advocacy
- Exploitation and explicit content
- Alcohol, cannabis and gambling
POSITIVE PRACTICES TO RECOGNIZE
- Business ethics and responsible hiring
- Product safety and ethical supply chains
- Environmental stewardship
The screening criteria are based on defined research standards; results are not a judgment about anyone’s personal convictions.
Meet Inspire Insight.
Inspire Insight screens stocks and funds using biblically responsible investing criteria. Its Inspire Impact Score (-100 to +100) highlights screening concerns and positive practices—not investment returns.
Your investments have a story beyond their performance. We help you understand it.
Illustrative individual-stock examples from Inspire Insight, not a fund-holdings report. Results may change and do not guarantee alignment.
Knowing What You Own Is Only the Beginning.
Seeing a flagged holding is one thing. Deciding what to do next is another. Your retirement income, diversification, risk, taxes, and long-term goals still matter. We help put screening findings into that bigger picture.
Meet Eric Boyum, Founder of Inspire Advisors Northwest Group.
Eric Boyum, AAMS®, CKA®, has worked in financial services since 2007, helping families connect thoughtful retirement planning with faithful stewardship.
AAMS® — Accredited Asset Management Specialist.℠ Additional professional education and examination covering investment strategy, asset allocation, retirement, and related planning topics.
CKA® — Certified Kingdom Advisor®. Specialized training and examination focused on applying biblical wisdom to financial advice, with experience, ethics, and continuing-education requirements.
Bestselling author. Eric wrote Rebellion to Redemption, exploring how faith and stewardship can shape financial decisions. Learn more at rebelliontoredemption.com.
What Happens on Your 15-Minute Call?
We’ll answer your questions, explain how values-based screening works, and learn what matters to you. Together, we can decide whether a more detailed conversation makes sense. There is no obligation and no need to transfer accounts to have an introductory call.
This first call is not a completed portfolio analysis or individualized investment recommendation.
Advisory services offered through Inspire Advisors, LLC, an SEC-registered investment adviser. Investing involves risk, including loss of principal. Values-based screening uses subjective criteria and third-party information, may limit investment opportunities and affect performance, and does not guarantee alignment with every investor’s beliefs.