Values-based investing aligns your investment portfolio with your personal values. Variations of values-based investing are often known as socially responsible, socially conscious, sustainable, ethical, moral, or green investing. Savant’s goal is to maintain an ideal balance of investment and values-based objectives.
Values-Based Investing Overview
- Investors increasingly want their investment portfolios to be aligned with their personal philosophies.
- Every investor's personal philosophy, and what type of companies they wish to support with their investment dollars, will vary.
- Many people wish their investment portfolio to reflect their views on health care matters, environmental issues or human and/or labor rights.
Savant offers two different investment strategies tailored to emphasize your values:
- Family Values
- Human Rights
- Military & Weapons
- Religious Beliefs
- Environmental Stewardship
- Commitment to Community
- Labor Rights
- Corporate Responsibility
Other Savant Investment Services: