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Values Based Investing

Do you wish to align your investments with your values? We may be able to designate a portfolio that screens to align with your values either by avoiding particular companies that contradict your principles and/or investing in companies that support your beliefs. Common values based investing can be Faith Based or Environmental, Social and Governance investing. Please click the links below for more information on either Faith Based or ESG investing.

The return may be lower than if the advisor made decisions based solely on investment considerations.


Faith Based Investing

ESG Investing

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