Investment Planning
Socially Responsible or Faith-Based Investing
Align your portfolio with your principles while keeping long-term financial goals at the center of your strategy.
Values-Aligned Investing
What Is Socially Responsible Investing?
Socially responsible investing lets people put their money into companies that align with their personal values.
You may want your investments to reflect your personal values — and you’re not alone. Socially responsible investing (SRI) is a growing approach designed for investors like you, and we’ve done extensive research to help you incorporate these strategies while still keeping strong long-term returns at the center of your plan.
Investing with intention can help you pursue financial progress while feeling more confident that your portfolio reflects what matters most to you.
Invest in ways that align with your faith
There are mutual funds and money managers who follow the specific investing guidelines of many major religions and denominations.
Avoid owning companies you don’t want to support
This might include tobacco companies or businesses involved in adult entertainment.
Choose companies with strong ESG practices
Strong environmental, social, and governance practices may include responsible environmental stewardship, fair labor and compensation policies, shareholder-focused governance, and meaningful involvement in their communities.
Why It Matters
If aligning your investments with your values matters to you, we’re here to help you feel confident about what you own — not just because of the financial progress you’re making, but because of the positive impact your investments can have on the world.
Let us know if you would like to incorporate your personal values into your investment strategy.
Values-based investing is not one-size-fits-all. We can help you evaluate options that reflect your beliefs while keeping your broader financial plan and long-term goals in focus.
Start the Conversation
Build an Investment Strategy That Reflects Your Values
We can help you explore socially responsible and faith-based investing options while keeping your long-term financial goals in focus.
Contact Us