8600 US Highway 14,
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.
We create strategies that are tailored to your needs and goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”