Mr. Peroni has just opened the doors to a new financial services firm,
Values First Advisors with an office in Mt Pleasant SC, a suburb of
Charleston. The new firm specializes in investing according to a client’s
values and faith. And the results are impressive. Since January of this year
the “Faith-Based Portfolio” Mr. Peroni assembled has returned a remarkable
35.5% against the respectable, but far less, 9.43% of the S&P 500 over the
same time period.
When asked how a small upstart firm can possibly benefit investors, he
responded by pointing out the following: “Yes we are small and we might not
have the resources of a huge firm, but we can access that type of research,
and more, very easily while taking care of investors with a very personal
and “Faith-based” approach that no big firm can, or would, ever do.”
Jay Peroni, renowned Certified Financial Planner and author of The Faith
Based Millionaire and The Faith Based Investor, has become the globe’s
resident authority on the subject of “Faith-Based Investing”. Jay and his
firm, Values First Advisors, go beyond just profit and “socially
responsible” investing to find investing solutions that are both profitable
and in-line with the values of his clients.
They have offices in Mt
Pleasant, S.C., Abingdon, VA., and Johnson City, TN.