Does Your Investment Portfolio Reflect Your Personal Values?

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.