Experience teaches us that no two investors are exactly alike, have the same goals, or approach risk in the same way. Our principles-based investing is customized based on your personal financial goals. In addition to traditional investing, we offer values-based investing.
We begin our process by asking questions about what you want to accomplish and what you value. With in-house managed Biblically Responsible Investing and Socially Responsible Investing portfolios we can avoid supporting causes that contradict your personal values and beliefs.