The Faith and Investing Podcast

Living God’s Story in Wealth Management | Conversation with Loran Graham

May 02, 2023 Eventide Center for Faith & Investing Season 1 Episode 34
Living God’s Story in Wealth Management | Conversation with Loran Graham
The Faith and Investing Podcast
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The Faith and Investing Podcast
Living God’s Story in Wealth Management | Conversation with Loran Graham
May 02, 2023 Season 1 Episode 34
Eventide Center for Faith & Investing

Early in his career, Loran Graham was following the world's story for investing. Now, he views wealth management as a form of worship. In this interview, Loran shares how God transformed his view of investing—and what that looks like in his advisory practice.

On this episode:

Matt Galyon, Associate Director, ECFI
Loran Graham, Founder, CEO & President of Loran Graham Company

Notes & Links:

View our Financial Advisor Course

These communication herein is provided for informational purposes only and was made possible with the financial support of Eventide Asset Management, LLC (“Eventide”), an investment adviser. Eventide Center for Faith and Investing is an educational initiative of Eventide. In some cases, information in this communication may include statements by individuals that are current clients or investors in Eventide, and/or individuals compensated for providing their statements. In such cases, Eventide identifies all relevant details of the relationship, the compensation, and any conflicts of interest, within the communication which can be found at faithandinvesting.com.  Information contained herein has been obtained from third-party sources believed to be reliable. Statements made by ECFI should not be interpreted as a recommendation or advice pertaining to any security. Investing involves risk including the possible loss of principal.

Show Notes Chapter Markers

Early in his career, Loran Graham was following the world's story for investing. Now, he views wealth management as a form of worship. In this interview, Loran shares how God transformed his view of investing—and what that looks like in his advisory practice.

On this episode:

Matt Galyon, Associate Director, ECFI
Loran Graham, Founder, CEO & President of Loran Graham Company

Notes & Links:

View our Financial Advisor Course

These communication herein is provided for informational purposes only and was made possible with the financial support of Eventide Asset Management, LLC (“Eventide”), an investment adviser. Eventide Center for Faith and Investing is an educational initiative of Eventide. In some cases, information in this communication may include statements by individuals that are current clients or investors in Eventide, and/or individuals compensated for providing their statements. In such cases, Eventide identifies all relevant details of the relationship, the compensation, and any conflicts of interest, within the communication which can be found at faithandinvesting.com.  Information contained herein has been obtained from third-party sources believed to be reliable. Statements made by ECFI should not be interpreted as a recommendation or advice pertaining to any security. Investing involves risk including the possible loss of principal.

Introduction
Interview
Incorporating faith into financial advising
Incorporating faith into wealth management
Offering traditional and faith-based options
Moving to 100% faith-based investing
Explaining faith-based investing to clients
Making practical investment decisions
Investing as an act of worship
Actively managed funds and fees
Loran's book Investing With Integrity
The impact of faithful investing on Loran's practice
Conclusion