Broker Check


December 30, 2021


Discover How to Build Wealth With Heart, Integrity, and Purpose Inside This FREE Guide

Have you ever looked at your financial portfolio and, to your dismay, discovered that you’re investing in a company whose practices make you cringe?

Do you have strong beliefs about how the world could be better?

Maybe you support the work of some nonprofit organizations or you’re involved in taking direct action to make the planet a better place to live.

Wouldn’t it be great if you could align the way you manage your wealth with the values that you hold closest to your heart?

Believe it or not, it is possible to make money and still manage it in a way that supports your purpose. In fact, in certain circumstances, ethical investments may potentially outperform their peers.1

With so many options now available, strategies that align with your personal values and beliefs can satisfy investing with integrity while still maintaining a diversified portfolio.*

However, sometimes it can be difficult to find the right investments. Investment companies may take very different approaches to what might seem like the same value system.

When you want to make sure that your money only supports organizations that you approve of, it’s critical that you know what your purpose is. Do you want to specifically invest only in something that you believe in, or do you want to screen out the ideas that don’t serve your beliefs? Or both?

If you dread finding out that something you disapprove of is in your investment portfolio, you’ve come to the right place.

This step-by-step guide is specifically designed for ethical people with strongly-held beliefs just like you who are searching for a way to manage their money without losing integrity. While you want to invest with purpose, you also need to make sure that your portfolio can help you reach your financial goals.

As a values-driven investor, you may be asking yourself questions like these:

  • Does my current portfolio align with my beliefs, and if not, how can I change it?
  • Where can I find investments that get me to my goals, but that I can also feel good about?
  • Is there anything I’ve overlooked in my search for ethical finances?
  • How can I make sense of all the choices available to me?
If any of these questions had an impact on you, keep reading...