Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Saturday, September 22, 2018

Giant Firm Finds Proof is in the Principles

BibleRonald Blue Trust, a former registered investment advisor, converted to a trust company after joining Thrivent Trust Company, owned by Thrivent Financial, in 2017. Ronald Blue is based in Atlanta and has more than 8,000 clients, 13 office locations, and $8 billion in assets under advisement, and is based on socially responsible investment principles. The company steers away from tobacco, alcohol and gambling investments.

“We envision a world where Christians are more confident, content and living their God-given callings in service to one another, their churches and their communities,” according to Thrivent’s website. The firm’s principles-based framework has proven to be successful in helping clients achieve their goals over the long term, said Brian McClard, director of Ronald Blue Trust’s Investment Strategy Group.

The firm’s principle of uncertainty states that the future is uncertain; therefore planning, saving and investing are inherently important. The principle is guided by the belief that God created humans with the tools necessary to steward the world’s limited resources. Ron Blue Trust has partnered with Church Law & Tax, a publication of Christian Today, to provide content for ChurchSalary, a tool developed as a result of the National Initiative to Address Economic Challenges Facing Pastoral Leaders — an initiative to improve faith leaders’ financial confidence.

See Jadah Riley, Giant Firm Finds Proof is in the Principles, Financial Advisor, September 6, 2018.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.) for bringing this article to my attention.


Current Affairs, Estate Planning - Generally, Trusts | Permalink


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