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

The Faith and Investing Podcast

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:
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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.

Chapters

1. Introduction (00:00:00)

2. Interview (00:01:54)

3. Incorporating faith into financial advising (00:04:58)

4. Incorporating faith into wealth management (00:07:29)

5. Offering traditional and faith-based options (00:09:26)

6. Moving to 100% faith-based investing (00:10:38)

7. Explaining faith-based investing to clients (00:12:25)

8. Making practical investment decisions (00:21:57)

9. Investing as an act of worship (00:24:55)

10. Actively managed funds and fees (00:29:43)

11. Loran's book Investing With Integrity (00:34:53)

12. The impact of faithful investing on Loran's practice (00:37:55)

13. Conclusion (00:40:50)