The Timothy Plan is an American
mutual fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV i ...
company headquartered in
Maitland, Florida
Maitland is a suburban city in Orange County, Florida, United States, part of the Greater Orlando area. The population was 19,543 at the 2020 census. The area's history is exhibited at the Maitland Historical Museum; the city also hosts the Mai ...
that promotes their products as being the first investments of their type to utilize
Biblically based screens as the first criteria in the selection of its investment portfolios of companies. The company was founded in 1994 by Arthur Ally, formerly of
Lehman Brothers
Lehman Brothers Holdings Inc. ( ) was an American global financial services firm founded in 1847. Before Bankruptcy of Lehman Brothers, filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States (behind Gol ...
, who wanted to cater retirement investments to socially conservative Christian American pastors. The company states they are
non-Demominational Christian in orientation and their name is taken from passages in
Timothy 1. Arthur Ally, authore
Invested with Purpose the story of The Timothy Plan and how one man's vision had led to a revolution: Biblically Responsible Investing.
The fund family avoids companies that support or profit from abortion, pornography, gambling, alcohol and tobacco production, violations of child labor laws, supporting terrorist nations as defined by the US Government, or entertainment, lifestyles or marriages the company perceives as contrary to Biblical principles. The fund family is categorized as Biblically responsible investment (BRI). Its ultimate goal is to provide an alternative investment that allows Christian and socially conservative investors to align their investment portfolio with their beliefs. Timothy Plan constantly monitors the holdings in its investment portfolios to determine if any of the companies have changed their policies and procedures subsequent to being placed into the portfolio.
Funds
Funds offered by Timothy Plan (classes A, C and I) are listed on the
New York Stock Exchange
The New York Stock Exchange (NYSE, nicknamed "The Big Board") is an American stock exchange in the Financial District of Lower Manhattan in New York City. It is by far the world's largest stock exchange by market capitalization of its listed c ...
(NYSE):
The Timothy Plan Mutual Funds
The Timothy Plan Exchange Traded Funds (ETFs)
The class I shares are offered exclusively through registered investment advisors.
See also
*
Ave Maria Mutual Funds
*
Faith-based investing
References
External links
Official website
{{DEFAULTSORT:Timothy Plan
Mutual funds of the United States
Ethical investment
Financial services companies established in 1994