The enthusiasm for joining our second Latter-day Saint Investment Advisory Council has been incredible. The next council will focus on accounting for company controversies in portfolios built to align with Latter-day Saint values.

At Bountiful Financial, we uniquely integrate the “lived experiences” of faith adherents into values-based frameworks that inform portfolio construction, particularly for direct indexing platforms. We are proudly multi-faith, partnering with Catholic, Evangelical Christian, and Latter-day Saint communities. For more information, please visit: www.bountifulfinancial.com