We can take a moral stand on key issues such as pornography, violence, faith, families, diversity, stewardship, and more.
Aligns a client’s personal financial plan with traditional, conservative American values.
Principle values invests in traditional investments like equities and bonds; it also does impact investing and exclusionary investing.
Impact investments are made in companies that strive to generate positive social, spiritual, humanitarian, or environmental outcomes alongside their financial returns.
Exclusionary investing uses screening processes to exclude companies that do not align with the identified values and/or objectives.
How can investments be screened to promote Principle Values investing? Here are several examples.
Gambling has negative effects that may impact finances, relationships, or personal well-being. Investment screens can recognize good stewardship by filtering out companies involved in gambling related activities, including equipment manufacturers, casinos, riverboats, racetracks, and gambling software.
Entertainment can promote or undermine family values. Families are the foundation of every healthy culture and where moral values are instilled and preserved. Investment screens can seek to preserve innocence by filtering out companies engaged in anti-family entertainment which include violence, language, sex and drugs through advertisements, media, games, stores, establishments, publications and on the Internet.
The right way to invest is to: