Values-based investing is an option

Do you find it important to live according to a set of consistent values in your life?

The response from most would surely be yes. Even though values may vary from person to person, most people would agree that it’s important to have a values system and want to live by it – to “talk the talk and walk the walk,” so to speak.

Now, another question: Do you want your financial investments to align with those values? Is it important to you to invest in companies whose products and practices help make the world a better place to live?

In a 2019 Harris Poll survey, 85% of respondents said they were interested in making investments in companies or funds that aim to achieve financial returns AND a positive social or environmental impact. They want to ensure that they’re not putting their money toward something that they oppose for moral or religious reasons.

At Meriwether, we have values-based investment options available to our clients. One of our partners is a leader in values-based and faith-based investing. Their mission is to honor God and serve clients by investing in companies that create compelling value for the global common good.

Want to hear more about values-based investing? Give us a call…we’d love to sit down with you and provide additional details so you can make an informed decision about your investments.