We believe good values and good returns are not mutually exclusive
What is Values-Based Investing?
The Three Step Approach
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Endorse companies making a positive impact on the world
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Exclude companies involved in immoral issues
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Engage with companies to create positive change
Each investment is evaluated for key qualities
Business Model
All business services are structured with a customer-first mindset, instead of one of exploitation.
Product Integrity and Innovation
Companies innovate and provide value, instead of extracting value or harming customers
Corporate Governance
Policies and behaviors regarding executive compensation, ethical dealings, board management, etc.
Human Capital
Policies and behaviors regarding equitable employee management.
Environmental Impact
Measures company’s impact on the environment, including air, water and land, including use and production of sustainable energy.
Social Impact
Impact and influence on society and communities in which the company operates.
Seek out “Best in Class” companies, and support those doing good around the world.
Investment Management
You don’t just want a good return, but desire to make a positive impact in the world with your resources. Simply put, values-based investing is investing in companies that are seeking to make a positive impact in the world. It is a way for families to integrate their values with their finances.
What You Receive
Access to owning high quality companies that are a blessing to the world.
A tax efficient globally diversified portfolio.
Peace of mind—no more trying to manage your own investment program in your spare time, which can leave you second-guessing your situation, missing opportunities and making mistakes that you may not even realize you were making.
Simple and transparent pricing. You will always know what you are paying.
We are fee-only financial advisors. We will never sell you products or make commissions or hidden fees.