Why Values-Based Investing?
Every investor wants their financial advisor to be competent, perform their work with excellence, exhibit integrity, and put their clients’ best interests first and foremost.
So what sets Meriwether apart?
As a locally owned and operated investment adviser, we look at investing from a Biblical perspective. We believe that all we have belongs to God - and it is our responsibility to be good stewards of those resources while here on this earth.
“The heart of man plans his way, but the Lord establishes his steps.”
What does this mean for our clients?
Our client conversations may include discussions about values-based investment options - avoiding companies whose values and ethics do not align with those of our clients. We may talk about generosity and charitable giving. We spend time getting to know our clients on a deep, personal level gauging what’s important to them and learning how to best help them achieve their financial dreams.