Pioneering Faith-Based Investing: The Timothy Plan Story

The Timothy Plan is a pioneering faith-based investment firm that has been a game-changer in the financial industry. Founded by Art Ally in 1994, the company has been dedicated to providing biblically responsible investment options for individuals and organizations.

The Timothy Plan's mission is to help people make informed investment decisions that align with their values and faith. This is achieved through a rigorous screening process that excludes companies involved in activities that contradict biblical teachings.

The company's name is inspired by the biblical book of 1 Timothy, which emphasizes the importance of living a life that honors God. The Timothy Plan's commitment to faith-based investing has made it a trusted resource for those seeking to integrate their financial decisions with their spiritual values.

The Timothy Plan's investment options are designed to provide a range of choices for investors, from conservative to more aggressive portfolios. By offering a variety of options, the company aims to make faith-based investing accessible to a wider audience.

The Timothy Plan has been promoting Biblically Responsible Investing since 1994. This approach focuses on investing with Christian principles.

The foundation of The Timothy Plan is based on the idea that God owns everything. This mindset guides their approach to investing.

For over 20 years, The Timothy Plan has been committed to promoting Christian principles through their investment strategies. They aim to make a positive impact on both the investor and the broader culture.

Their Christian mutual funds prioritize "integrity, excellence, and wisdom that brings honor and glory to our Lord Jesus." This commitment is at the heart of everything they do.

The Timothy Plan offers a range of investment options that align with Christian values. They pioneer the first mutual fund screening standards for pro-life and pro-family values in 1994.

Their commitment to screening companies for unbiblical practices is a key aspect of their investment approach. Every penny invested should not support companies that contradict Biblical values.

The Timothy Plan's investment options are guided by a set of biblical standards, which they use to screen companies and mutual funds. This approach is more than just finding the best rate of return, it's about avoiding investments in sectors that contradict Christian values.

The Timothy Plan takes a unique approach to mutual funds and companies, focusing on screening for unbiblical practices. They examine companies to determine if they align with Christian values.

In 1994, The Timothy Plan pioneered the first mutual fund screening standards for pro-life and pro-family values. This commitment is rooted in the belief that every penny invested should not support companies that contradict Biblical values.

Choosing a mutual fund or investment is not just about finding the best rate of return, but also about avoiding interest in sectors that contradict Biblical values. The Timothy Plan's approach is centered around this principle.

Their screening process involves hours of research to identify companies that align with their values.

If you're looking for a reliable investment option, consider the fund managers at Timothy Plan. They have a proven track record of success.

The Timothy Plan has partnered with Westwood Management, which oversees several funds with impressive returns. The Timothy Plan Large/Mid-Cap Value Fund (TLVAX) has averaged an annual return of 7.88%, while the Small Cap Value Fund (TPLNX) has averaged 7.90%.

Westwood Management's funds have consistently delivered strong results. The Timothy Plan Fixed Income Fund (TFIAX) has averaged an annual return of 3.33%, and the High Yield Bond Fund (TPHAX) has averaged 5.18%.

Chartwell Investment Partners is another fund manager that works with the Timothy Plan. Their Strategic Growth Fund (TSGAX) has averaged an annual return of 2.35%, while the Conservative Growth Fund (TCGAX) has averaged 3.26%.

Chartwell's funds offer a more conservative approach to investing. The Timothy Plan International Fund (TPIAX) has averaged an annual return of 2.60%.

Here is a summary of the average annual returns for the funds managed by Westwood Management and Chartwell Investment Partners:

At the heart of The Timothy Plan are five core values that guide their investment decisions and business practices.

Integrity is a top priority, with a focus on being honest and transparent in all interactions.

The Timothy Plan has a strong commitment to biblical principles, which informs their investment strategies and decision-making processes.

Their team is dedicated to serving clients with excellence, providing top-notch service and support.

The Timothy Plan prioritizes stewardship, recognizing the responsibility to manage resources wisely and make a positive impact on the world.

Their investment approach is designed to promote economic growth and stability, while also advancing social and environmental causes.

The Timothy Plan is a mutual fund company that was founded by Art Ally, who is also its President and CEO. Art Ally is a long-time friend and Christian brother to the hosts, Bob and Mary Jo.

The Timothy Plan is categorized as a Biblically Responsible Investment (BRI) fund family. It's the first mutual fund company to use Biblically based screens as the first criteria in selecting investment portfolios.

The Timothy Plan avoids investing in companies that support abortion, pornography, non-scriptural lifestyles, and other issues that go against Christian values. This includes companies that produce anti-family entertainment, alcohol, tobacco, and gambling products.

Art Ally's ultimate goal is to provide an investment alternative that allows Christian and conservative investors to align their investment portfolio with their beliefs.

The Timothy Plan is a faith-based investment management company that offers a range of investment products and services.

The Timothy Plan was founded in 1994 by Art Ally, a Christian businessman who wanted to create an investment platform that aligned with biblical values.

The company's name comes from 2 Timothy 2:2, which encourages believers to entrust the gospel to faithful men who will then pass it on to others.

The Timothy Plan's investment approach is guided by a set of biblical principles that emphasize the importance of stewardship and responsible investing.

The company's investment products include mutual funds, exchange-traded funds (ETFs), and separately managed accounts that are designed to meet the needs of conservative investors.

The Timothy Plan's investment philosophy is based on a value investing approach that seeks to identify undervalued companies with strong financials and growth potential.

The company's research process involves a thorough analysis of a company's financials, management team, and industry trends to identify potential investment opportunities.

The Timothy Plan's investment products are designed to be held for the long-term, with a focus on generating consistent returns over time rather than seeking short-term gains.

The Timothy Plan has a rich history that spans almost 30 years, making it the U.S.'s first "pro-life, pro-family", biblically based mutual fund group.

The company was founded in 1994 by Arthur Ally, a former Lehman Brothers vice president, who recognized a need for investment options that aligned with the principles of independent church pastors.

The Timothy Plan's mission is to provide a way for individuals to invest their money in a way that reflects their values, and it has been successful in achieving this goal for nearly three decades.

The funds were created with the goal of preserving capital and matching or beating their respective benchmarks, and they have a track record of doing so, with some funds achieving average annual returns of 3.88% and 4.33%.

Here are some key statistics about the Timothy Plan's funds:

The Timothy Plan has a strong stance on sobriety, particularly when it comes to the impact of alcohol addiction on families.

Their investment screen identifies businesses that support alcohol manufacturers, including breweries, winemakers, distilleries, and microbreweries.

Addiction can have devastating effects, often destroying children and families.

The Timothy Plan's commitment to sobriety is a key part of their investment philosophy.

The Timothy Plan has a rich history that dates back to 1994, when it was founded by Arthur Ally, a former Lehman Brothers vice president. He created the plan to address an investment need for the retirement plans of pastors of independent churches.

Arthur Ally wanted to create a fund that screened for companies that operated contrary to the principles of the pastors, which included issues like abortion, pornography, and non-married lifestyles. This led to the development of the "Know Your Investments" list, also known as the "Hall of Shame."

The Timothy Plan's aim is to preserve capital while matching or beating its respective benchmarks. It excludes companies that fail its moral screens, which are outlined in the eVALUEator screening process.

The plan has been successful in achieving its goals, with some funds delivering average annual returns of 3.88% and 4.33%.

The Timothy Plan is one of the pioneers of the BRI movement. Founded 30 years ago, it introduced a few morally responsible investment fund choices that have since grown into several mutual funds and ETFs.

The Timothy Plan has truly helped pave the way for values-based investing, particularly for Christians who want to invest with their Biblical principles in mind.

The growth of the BRI movement over the years is a remarkable story of how one idea can spread and make a significant impact.