Value Based Investing

Investment Management...

designing portfolios that consider your unique goals, risk tolerance, and values.

Investing...

should also align with our personal convictions and values. When you buy a stock or mutual fund, you actually become an owner of the underlying companies.

For Your Financial Future...

we consider both the potential return of the investment and the activity involved in achieving such return. To that end, we:

PROMOTE companies who are doing good to the world and blessing their customers and communities.

PROTECT values from being compromised by companies that seek to profit from immoral or exploitative practices.

PROVIDE practical solutions to help investors align their portfolios with their beliefs and convictions.

Values graphic

Schedule a 15 minute call so I can share how mental shortcuts and emotions influence poor investment decisions, and what to do about it.

Schedule Call