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Investment Management

If you want to be a good investor, you study good investors and do what they do.

We have constructed LifeGuide InSight Portfolios by implementing not only the principles practiced by highly successful investors, but principles that have produced superior results over extended periods of time. These principles have been developed by carefully observing and interpreting the behavior of financial markets, investment vehicles, investors, and the world in general. What’s more, they reflect the teachings written thousands of years ago in Scripture.

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Our investment portfolios seek to utilize the lowest cost mutual fund and ETF share classes available to us. We believe in systematically investing over a long period of time using a principled investment strategy. We believe that every account should have a defined objective and be invested according to its intended purpose.

Our Investment Management Principles

  1. Match investments with clearly defined goals.
  2. Create and maintain meaningful diversity.
  3. Be contrarian.
  4. Employ active management only where it is likely to add value.
  5. Keep expenses low, but focus on quality and value.
  6. Embrace illiquidity, when appropriate.
  7. Don’t pay more tax than you are required to.
  8. Have realistic expectations.
  9. Base your faith and contentment in something other than investment accounts.
  1. Match investments with clearly defined goals.
  2. Create and maintain meaningful diversity.
  3. Be contrarian.
  4. Employ active management only where it is likely to add value.
  5. Keep expenses low, but focus on quality and value.
  6. Embrace illiquidity, when appropriate.
  7. Don’t pay more tax than you are required to.
  8. Have realistic expectations.
  9. Base your faith and contentment in something other than investment accounts.
Investment Management

Dynamic Rebalancing

We employ a dynamic rebalancing process where we establish allocation targets and drift collars for each position in our portfolios. We review accounts regularly for rebalancing opportunities and trade positions back to their targets when they surpass their drift collars. Dynamic rebalancing allows us to take advantage of short- and long-term market trends by systematically selling high and buying low.

Our Services & Fees »
Investment Management

Some of the investment services we offer include:

  • Employer plan rollovers (401k, 403b, 457, TSP, RIP, TSA, Deferred Compensation)
  • Individual retirement accounts (Traditional IRA, Roth IRA)
  • Pre-retirement, non-qualified accounts, child & grandchild accounts
  • Education savings accounts (529, Coverdell)
  • Health savings accounts (HSA)
  • Socially Responsible Investments (SRI), Biblical Responsible Investments (BRI), Environmental, Social, and Governance Investments (ESG)
  • Donor-advised funds
  • Qualified charitable distribution (QCD) planning and management
  • Required minimum distribution (RMD) planning and management
  • Passive, active, and blended investment strategies
  • Dynamic account rebalancing
  • Tax-efficient asset location and withdrawal strategies
  • Global asset allocation
  • Tax loss (and gain) harvesting
  • Small business retirement and education savings plans (401k, 403b, SIMPLE, SEP)
Helping you achieve financial peace, freedom,
and a lasting impact.

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