Does Your Investment Portfolio Reflect Your Personal Values?

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Have you ever considered whether the companies you’re invested in align with your personal values? You might already have a few companies in mind that don’t sit well with your convictions.  A values-driven investment strategy helps bridge that gap by integrating your personal values into your investment portfolio.

This approach typically involves screening out companies whose products or practices conflict with your beliefs, while prioritizing those that support or reflect your values. Common subsets of values-driven investing include faith-based investing, impact investing, and socially responsible investing.

If you’re interested in this type of investment strategy, it’s important to explore all of the details such as:

  • the philosophy / screening criteria of the values-driven strategy
  • how thoroughly the advisor or fund manager researches individual companies
  • overall investment costs
  • investment performance when compared to the broader market
  • how the strategy fits into your overall financial plan

Interested in learning more about values-driven investing?  Reach out to us at BMSS Wesson Wealth Solutions or call us at (205) 982-5555 and we’ll be happy to help you explore the options.  

About BMSS

BMSS Advisors & CPAs was established in 1991 with the vision of creating a CPA firm that would provide peace of mind for its clients while sustaining a healthy, happy culture for its employees. As this dream has been realized, BMSS has grown to become one of the Southeast’s top advisory and accounting firms, now with eight offices throughout Alabama and Mississippi.

The CPA firm specializes in several industries, including (but not limited to) manufacturing, wholesale distribution, construction, technology, nonprofit, and government contracting. In addition to tax planning, compliance and assurance services, the firm boasts a robust business advisory practice area which includes transaction advisory, valuation, client accounting solutions, and CFO advisory services. BMSS also specializes in state and local tax, estate planning and employee benefit plan audits.

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