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Values-Based Approach

Investing is Ownership

Since investing is ownership, owners share in the growth & profits of the companies they invest in via capital appreciation and dividends.  As shareholders, one also shares in the business practices and impact that a company has on society.  Thus, without even knowing it, a shareholder may profit or partake in ways that violate their values.

Therefore, we work to manage investment portfolios to focus on return while staying true to your values.  Not only are companies screened to potentially reduce exposure to negative and unethical actions, but every effort is also made to invest in companies that positively add value to society.  It allows you to feel better over what you own and to become a better steward of your God-given resources.

“ Your core values are the deeply held beliefs that authentically describe your soul."  – John C. Maxwell

Our Investment Process 

Our Investment Process 

We create strategies that are tailored to your needs and goals.

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The Markets 

The Markets 

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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