Faith-Based Advisor Insights
Explore timely market commentary, faith-based investment education, portfolio perspectives, and practical insights designed to support advisor conversations. New videos are added throughout the year as relevant topics emerge.
Latest update: October 2026
Gabby Wollert and Wade Beavers discuss recent market volatility, narrow market leadership, the impact of the Magnificent 7 and semiconductor stocks, and what current conditions may mean for faith-based investment strategies.
Using Meta and BiM as examples, this discussion considers corporate behavior, legal and reputational concerns, stewardship, positive business impact, and why these issues may matter to faith-based investors.
Faith-based portfolio construction begins with disciplined screening, but it does not end there. This video explains how Biblically Responsible Investing principles, risk objectives, manager research, diversification, portfolio construction, and ongoing monitoring work together.
A closer look at Aegis Value’s deep-value investment approach, the purpose it serves within a diversified portfolio, and why a carefully researched manager’s role should be considered alongside its short-term performance.
Gabby Wollert and Jim Shellenberger discuss why screened portfolios can perform differently from broad market indexes, how results vary over time, and why short-term returns should be considered within a strategy’s long-term objectives, risk considerations, and investment process.
A quarterly review of faith-based portfolio performance, the market and investment factors that influenced results, current positioning, the role of diversification, and the long-term context advisors can share with clients.
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Advisor Takeaways
Use these themes to connect timely faith-based investing developments, Frontier’s portfolio process, and the questions clients may be asking.
Keep up with company developments, screening considerations, regulatory news, proxy voting trends, investment products, and other issues that may affect faith-based investors.
Use Frontier’s investment education to explain how screening, manager selection, and dynamic risk management work together.
Frame faith-based investing discussions around client priorities, investment objectives, portfolio tradeoffs, and Frontier’s disciplined approach rather than reacting to headlines alone.
Faith-based investing starts with understanding what matters to you. From there, we can evaluate how your values, investment objectives, risk considerations, and long-term goals can work together within a thoughtful portfolio.
Frontier’s Approach
Frontier combines its Dynamic Downside Focus and FundFusion investment process with Biblically Responsible Investing principles to build faith-based strategies around investor values, risk considerations, and long-term objectives.
Frontier applies faith-based investment constraints alongside downside-risk targets, asset allocation, independent manager research, portfolio optimization, and ongoing management.
Frontier begins by establishing a downside-risk target for each strategy, representing the approximate one-year loss potential an investor may be willing to assume at a 95% confidence level.
Frontier’s investment team performs rigorous due diligence on third-party investment managers to identify those best suited for our Faith-Based Strategies. In addition to evaluating each manager’s philosophy, process, risk management, and diversification characteristics, we assess the integrity and consistency of their faith-based investment approach. The result is a carefully curated lineup of managers whose portfolios seek to reflect biblical values by investing in companies that exemplify responsible stewardship, respect for life, ethical business practices, and strong communities, while avoiding companies whose business activities are inconsistent with those principles.
Frontier tests millions of combinations of third-party manager funds to determine the team we think has the potential to produce the strongest results.
We don’t take a ‘set it and forget it’ approach. We adjust the manager mix and allocations dynamically (but not tactically) to stay on track within our downside risk targets while seeking strong and consistent returns.
Advisor Resources
Explore Frontier’s strategy information, portfolio tools, and advisor materials to help connect faith-based investment considerations with client values, financial objectives, and risk tolerance.
Learn how Frontier combines dynamic downside risk management, third-party manager research, and Biblically Responsible Investing principles in strategies designed around a range of investor downside-risk tolerances.
Use the Rodeo Portfolio Analyzer to evaluate Frontier strategies and create client-ready proposals that support more informed investment conversations.
Review strategy documents, fact sheets, performance updates, marketing literature, and other materials designed to support advisor research and client discussions.
Connect With Frontier
Our team can help you explore Frontier’s Faith-Based Strategies, evaluate portfolio options, and identify resources that support your client discussions.
Frontier Asset Management is a registered investment adviser with the U.S. Securities and Exchange Commission; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Additional information about Frontier and its investment adviser representatives is available on the SEC’s website at www.adviserinfo.sec.gov.
Frontier provides model strategies to various investment advisory firms and does not manage those models on a discretionary basis. The performance and holdings of model strategies may vary from the strategies managed by Frontier.
Frontier’s ADV Brochure and Form CRS are available directly on our website www.frontierasset.com or by request, at no cost by contacting us at 307.673.5675 or info@frontierasset.com. They include important disclosures and should be read carefully.