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Have you ever wondered if your investments are in line with your values and beliefs? Have you ever considered if the companies you own in your portfolio contribute to the overall growth of humanity or do these companies’ products and practices conflict with your values?
When we invest, we’re not just purchasing a ticker symbol but we’re buying ownership of a company. As an investor/owner it's important to understand how a company earns a profit. There are companies out there that you can proudly say that you’re an owner of and others that you may want to steer clear of.
The following are questions to consider:
How important is it to you to...
Avoid investing in companies whose products and practices are harmful to others?
Seeking out companies whose products & practices encourage human flourishing?
Values that are important to me:
Promotion of the family and our community by:
Helping meet the credit needs of low-income communities (e.g. community reinvestment bonds)
Avoiding pornography & “adult entertainment”
Avoiding industries and companies that enable human trafficking
Respecting the Values and Freedoms of all people by:
Valuing the right to life at all stages by:
Avoiding abortive products and processes
Avoiding stem cell research
Avoiding Controversial Weapons Manufacturers
Avoiding Military Contractors
Practicing Environmental Stewardship by:
Pursuing sustainable corporate initiatives (e.g green bonds)
Pursing sustainable practices relative to the peers/competitors
Reducing exposures related to environmental harm or controversy (e.g. Fossil Fuels, GMOs, pesticides, coal)
Thank you for sharing! We believe questions like these are extremely important.
If you would like to continue the conversation, please share your info below and we’ll reach out.
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