Values First Advisors, Inc.
Values First Advisors, Inc. is a registered investment adviser (RIA) headquartered in Gray, Tennessee, United States. Founded in 2009 by Roy E. Nunn and L. Alex Ellis, the firm specializes in portfolio management and financial planning for individuals (including high net worth clients), trusts, estates, charitable organizations, and retirement plans. The team includes certified financial planners (CFP), certified kingdom advisors (CKA), and investment advisor certified compliance professionals (ICCP). The firm has approximately 12-13 employees and offers fee-based advisory services, with a focus on aligning investment strategies to clients’ faith, values, and financial goals.
Investment Strategy
Values First Advisors employs a personalized, principle-centered investment philosophy, stressing the importance of aligning portfolio strategies with the unique financial goals, risk tolerance, and values of each client. The firm builds and monitors diversified portfolios, predominantly utilizing individual stocks, bonds, mutual funds, ETFs, and money market investments. Advisors conduct detailed financial analyses, develop tailored asset allocations, and may incorporate sub-advisors for specific portfolio segments. Their portfolio management and financial planning processes address retirement, estate, insurance, and tax planning, all while emphasizing Christian values and long-term stewardship.
Top Holdings
Equity Positions (169)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGSH | VANGUARD SCOTTSDALE FDS | 4.83% | $9.0M | 153,285 | $59.24 | $58.85 | +$1.5M |
S SHY | ISHARES TR | 3.66% | $6.8M | 82,422 | $82.64 | $82.96 | +$226.5K |
I ISTB | ISHARES TR | 3.41% | $6.4M | 130,514 | $48.68 | $48.84 | +$158.5K |
I IEI | ISHARES TR | 2.76% | $5.2M | 43,221 | $116.57 | $119.51 | +$161.1K |
I IEF | ISHARES TR | 2.74% | $5.1M | 53,099 | $94.86 | $96.46 | +$147.2K |