Todays is : Friday, 30 July 2010
| Wall Street guru starts 'faith-based' investment firm |
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| Written by CP Staff Report | ||||
| Tuesday, 18 August 2009 06:41 | ||||
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MT PLEASANT, SC -- In the midst of one of the greatest market rallies since 1930 and with 10%+ unemployment, one man walked away from his "cushy" six figure career with a national brokerage firm. Jay Peroni, author of two books and Certified Financial Planner, claims he's found a better way to serve clients than what is being pushed and marketed by Wall Street.
Peroni recently opened 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. Peroni says the results are impressive. Since January the "faith- based portfolio" Peroni assembled has returned a 35.5% against the respectable, but far less, 9.43% of the S&P 500 over the same time period. Peroni says a small firm can multiple benefits to an investor. "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." Peroni, a well known 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. Peroni and his firm, Values First Advisors, say they 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, Tenn.
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