Chief Investment Officer
CurrentBountiful Financial is the first faith-driven financial solutions company dedicated to empowering direct indexing platforms, wealth advisors, and asset managers to serve faith-based investors. Central to our services is a rigorous governance process that guides the development of investment frameworks reflecting diverse faith values, including those of Catholic, Latter-day Saint and Baptist communities. We generate data specifically tailored to these faith frameworks and create proprietary indices. We also collaborate with major index providers to develop indices under their brands, ensuring that both individual and institutional investors can effectively integrate faith-driven values into their investments.Your Values. Your Investments. Your Choice.