Episode Details

Jonathan Wellum is the CEO of Rocklinc Investment Partners, an independent investment management firm focused on building portfolios of high-quality assets.

Jonathan brings has an MBA from McMaster, a Master of Arts in Theology and Philosophy, and CFA credentials with decades of practical experience in finance.

In this episode, we discuss:

• How Christian values shape his approach to investing

• How Christians can navigate the financial world

• The role of REITs, ETFs, and alternative investments

• Active vs passive investing

• Advice for Christian parents and business owners who want to build wealth while prioritizing family and purpose

• His thoughts on secularization and culture shifts

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Check out Rocklinc Investment Partners: https://rocklinc.com/

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