Creative Financial Designs Launches Innovative Investment Strategies
Building on over 40 years of service with an expanded commitment to holistic, transparent, and God-honoring financial stewardship.
Creative Financial Designs, a trusted partner in the investment management and financial services community for more than four decades, is excited to share the public release of Traditional and Faith-Based Investment Strategies through its Turnkey Asset Management Program (TAMP) known as Creative Portfolio Management (CPM). These strategies are designed for use by advisers across the country through any approved RIA firm starting from 2026.
Portfolio Management Aligned with Values
Creative Portfolio Management offers an investment experience that is crafted to be both financially robust and spiritually aligned. These thoughtfully structured strategies enable financial advisers to work with clients in a manner that promotes clarity, conviction, and purpose.
Brent Owens, President of Creative Portfolio Management, emphasizes, "As a firm founded on Christian values, we believe investment management is not only a technical practice but a purpose-driven responsibility. Our Faith-Based Strategies provide a path for clients seeking investments that reflect their beliefs, while our Traditional Strategies offer a balanced and disciplined approach suitable for a wide range of needs. In both, our goal is to bring transparency and good stewardship to the forefront of the investment experience to align with one's purpose and mission."
Empowering Financial Advisers with New Strategies
Through the Creative Portfolio Management TAMP, advisers will gain access to these sought-after strategies, equipping their clients with portfolios that honor their values while pursuing prudent long-term outcomes. The firm remains steadfast in its mission to glorify God through excellence, accountability, and service.
For over 40 years, Creative Financial Designs has served various clients across the U.S., including families, businesses, churches, and ministries. With the release of these strategies, CPM reinforces its commitment to providing investments that are not only accountable and transparent, but also uplifting and ethical.
Learn More About Our Offerings
To discover more about Creative Portfolio Management, visit our website to explore the full range of investment solutions we offer. Our commitment extends beyond just managing investments; we strive to foster relationships built on trust and integrity.
About Creative Portfolio Management
Creative Portfolio Management is a DBA of Creative Financial Designs, Inc., specializing in comprehensive investment solutions via its Turnkey Asset Management Program (TAMP) for Registered Investment Advisors. With a legacy spanning more than four decades, the firm is dedicated to offering high-quality, principled, and faith-aligned financial strategies and advice. Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser. Investing comes with inherent risks, including the potential loss of principal. It is vital that individual investors consider their objectives, time horizons, and risk tolerances.
Frequently Asked Questions
What are the new investment strategies introduced by Creative Financial Designs?
Creative Financial Designs has launched Traditional and Faith-Based Investment Strategies through its Creative Portfolio Management program.
Who can access these new investment strategies?
Financial advisers from any approved RIA firm will be able to access these strategies starting in 2026.
How does Creative Financial Designs define its investment management approach?
The firm views investment management as a purpose-driven responsibility rooted in Christian values.
What types of clients does Creative Financial Designs serve?
They serve families, businesses, churches, ministries, and individuals across the U.S.
Where can I learn more about Creative Portfolio Management?
You can visit Creative Portfolio Management's website for more information about their services and strategies.
