Christian Investment Services

CIS Wealth Management Group

At Christian Investment Services (CIS), our mission is to guide our clients in making wise decisions based on *Biblical principles for wealth management. We accomplish this through education, communication and excellent service, constantly striving to exceed our client’s expectations and glorify Christ in all our endeavors. We are committed to being viewed as the best in the minds of our clients at delivering peace of mind through Biblical Wealth Management while using proven, long-term asset allocation models to help mitigate volatility. Our commitment to our present clients is that for every 40-50 new clients that invest with us, a new staff member will be added to the team to help service them.

CIS is a full-service Wealth Management Firm located in New Braunfels, Texas. The investment professionals of CIS offer securities through NEXT Financial Group, Inc., which is a member of FINRA/SIPC. The founder and CEO of CIS is Bob Barber. He is also a member and President of the National Association of Christian Financial Consultants (NACFC). Members of the NACFC testify to the saving grace of God through Jesus Christ and are investment professionals committed to Biblically centered investment disciplines. (For more information on the NACFC visit www.nacfc.org ) CIS is made up of a dedicated team of wealth management professionals that includes the CEO & founder, Bob Barber; a Registered Representative, Sal Cadena; Client Services, Nathaniel Morris; a Project Manager, Rachael Barber; a Personal Assistant, Lisa Hinojosa; an Office Manager, Rene’ Broughton and a Director of First Impressions, Michelle Boliver. These Christian professionals form the backbone of the organization and deserve much of the credit for giving CIS a reputation for high-quality, personal service.

*Biblical Responsible Investing came out of the Socially Responsible Investment movement as a way for Christians to invest according to their beliefs. Biblical Responsible Investing addresses the Christian agenda by aligning investment holdings in a portfolio with scriptural guidelines as outlined in the Bible. If a company traded on an exchange violates Biblical principles such as involvement in anyway whatsoever in abortion, pornography, anti-family entertainment/values or advocating promiscuous lifestyles such as giving domestic partner benefits, Biblical Responsible Investing strives to stay away from investing in those companies directly OR indirectly through a money manager, mutual fund or sub-account in a Variable Annuity.

Our Investment Philosophy

Christian Investment Services is dedicated to Biblical Wealth Management which is aligning Christian Principals, beliefs and Biblical principals with your investment portfolio. CIS offers access to a complete range of Wealth Management alternatives.  These include but are not limited to IRA’s, 401K rollovers, Brokerage accounts, Stocks, Bonds, Mutual Funds, Fixed and Variable Annuities, Real Estate Investment Trusts, Oil and Gas Limited Partnerships, Low Income Housing for seniors using a tax credit program, Fee Based Wealth Management, Retirement Planning, etc. Our purpose is to assist you in glorifying God with your investments.

Our Portfolio Theory

Your goals, attitude toward risk and your age are very important to us when creating a sensible mix of investments for Wealth Management. We will identify a portfolio that matches your unique situation and will continue to monitor your investments to meet your needs. Just as you would interview us for a long-term relationship, we will evaluate the information you provide to determine how our services may fit your needs and objectives. For our existing client’s benefit, we will accept only a limited number of new clients so that we can continue to provide the highest level of service possible for everyone. If you would like to be considered as a client, please request or print out a Confidential Personal and Financial Profile (CIS Profile 07) . You will need to complete and return the profile to our office for consideration.

Thank you very much for your interest in Christian Investment Services. Please know that all personal and financial information is treated with strict confidentiality whether or not you become a client. Feel free to contact our office toll free 877-718-7884 or metro 830-609-6986 with any questions you might have. We look forward to serving you.

The above links are provided for reference only. We do not endorse or assume any responsibility for the accuracy or appropriateness of the information contained in any of the above reference third-party materials. NEXT Financial Group, Inc. Member FINRA/SIPC does not endorse this website, its sponsor, or any of the policies, activities, products, or services offered on the site or by any advertiser on the site. It is designed to provide general information and is not intended to provide specific legal, investment, accounting, tax, or other professional advice. The information is obtained from sources believed to be reliable but its accuracy and completeness is not guaranteed.

* Securities and advisory services offered through NEXT Financial Group, Inc.
Member FINRA/SIPC
Christian Investment Services Wealth Management Group is not an affiliate of NEXT Financial Group, Inc.
National Association of Christian Financial Consultants is not an affiliate of NEXT Financial Group, Inc.