The FFV 400 is a passive, large company index. We believe the process is simple and effective. Our goal is to establish a strong faith-based investing program. This program is for investors that want the maximum proxy and shareholder advocacy influence.
Process (repeated annually)
- We use our most conservative screens on the S&P 500.
- Invest equally in each of the remaining companies.
- Rebalance quarterly.
We vote proxies and work with companies in the portfolio throughout the year based on our Little Blue Book. We are able to invest in the strategy for 20 basis points (0.20%) annually in a UMA structure.