Primary Mission Screening is the simple, Biblical screen I use to decide what not to own. It's free. Take it to your advisor, or use it on your own portfolio.
Most believers I talk to have never asked what their money is actually invested in. The ones who do usually get two bad options: ignore it, or try to avoid every company that does anything wrong. Neither one is honest. This is the line I draw, it's the one Sherman Research runs on everything it recommends, and I'm giving it away so you can draw it too.
Adam Weisner
Investing isn't only what's in your brokerage account. Every day you invest your time, your talent, and your treasure. The phone in your pocket, the search engine you use, the bank that holds your paycheck, the card you swipe, the car you drive, the company you work for: most of your hours and most of your money already flow through companies you'd never pick on purpose.
So a portfolio screened for every possible sin, while your spending funds the same companies, isn't conviction. It's hypocrisy.
Hours every day on screens, apps, and platforms run by a handful of companies.
Roughly 90,000 hours of your life spent at work, building someone's business.
Nearly every dollar you earn flows through banks, card networks, automakers, and retailers.
Our mission is not to eliminate investing in an interconnected world, but rather, to be active stewards of our God-given time, talent, and treasure as we seek to advance the Gospel of Jesus.
You can't separate yourself from every company that does wrong, and man-made rules don't make you holy. So draw a clear, honest line.
Colossians 2:23
What God entrusts to you is meant to be put to work, not buried. Manage it with attention and intent.
Matthew 25:15-16
Everything belongs to Him. The fruit of good stewardship flows outward to advance the Gospel.
2 Corinthians 9:6-7
We don't screen what a company touches. We screen why it exists. A company comes out of your portfolio only if its primary mission is one of three things:
Category 1
Category 2
Category 3
Its primary mission is to be a hotel chain. It also has some gambling facilities.
Its primary mission is to be a gambling company. It also has hotels.
Its primary mission is entertainment. Its ESPN network has an official sportsbook partner.
Its primary mission is sports betting and online gaming.
Download it below. It explains the approach in plain language, with examples.
The last page is a one-page request you can hand them, with four questions to ask.
Your advisor shows you what comes out, what stays, and why. No advisor? Ask the one question about your own holdings.
Four pages you can print or forward. Everything your advisor needs to start screening your portfolio this week.
Are you a financial advisor? Get the client-ready version
Sherman Research is a world-class investment research firm structured to give away 51% of its net income to advance the Gospel.
Every stock and ETF in Sherman's research runs through Primary Mission Screening. Not just the monthly stock picks: the ETFs too. If Sherman suggests it or covers it, it's been screened.
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"I believe one of the next great moves of God is going to be through the believers in the workplace."
Billy Graham
Founded in 2024 by Adam & Jennifer Weisner. Questions? adam@kingdommindsetinvesting.com