023 – What does a Chief Investment Officer do?

09/07/17 • 16 min

True Wealth Spotlight - Faith, Finances and Family Values

This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of her role, and how a CIO can support you and your financial advisor. In addition to managing portfolios, Hillary will also be writing regular market commentaries to keep our clients up to date on the [...]

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Previous Episode

022 – BRI Screening with Rusty Leonard and Olivia Hann

When we first introduce the concept of Biblically Responsible Investing to clients and explain our screening process, the first question we’re often asked is, “How do you do that?” The short answer is: we have a lot of help from experts! This month Cassie Laymon is joined by Rusty Leonard and Olivia Hann from the [...]

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Next Episode

024 – The Stewardship Journey Part 1

At Beacon Wealth Consultants, we offer to take our clients on “The Stewardship Journey.” This process consists of taking you and your finances from the early stages of budgeting, giving and saving to the finish line of living a generous life. There are several waypoints along the path, and in this podcast we cover the [...]

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