Welcome to our new series, Voices from the Workplace, where we explore various industries through the lens of leaders and experts who see their careers as a key way to serve others and fulfill God’s purposes.

In this inaugural episode, we focus on the Investment Industry, examining how professionals approach equity and treasure with intentionality and faith.

Our guests include Matt Monson, Partner and Portfolio Manager at Sovereign’s Capital, a faith-driven investment fund, and Brandon Roop, CFP®, CRPS®, Vice President, Senior Investment Advisor, and Partner at Donaldson Capital Management (DCM).

Matt and Brandon discuss how their faith informs their decisions in managing investment funds, helping others view their finances through a biblical perspective, and shaping the next generation of leaders in the industry.

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Highlights

On Fear:

"Two thirds of people are more afraid of living broke than they are of death." - Brandon Roop

On Generosity

"You can't out-give God "- Matt Monson

"Do you want the blessing on the net or the gross?" -Brandon Roop

“His master replied, ‘Well done, good and faithful servant! You have been faithful with a few things; I will put you in charge of many things. Come and share your master’s happiness!" (NIV) - Matthew 25:21 Resources

For further Exploration on Investing...

Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

Certified Financial Planner Board of Standards Inc. (CFP) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP (with plaque design) in the United States., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

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