Our proprietary screening process provides investors with competitive investment returns without compromising personal convictions.
Values-based investing starts with commitment.
Our dedication to providing values-based investment solutions has been unwavering. Our proprietary screening methodology goes beyond the basic analysis of widely available quantitative industry data, and includes insightful fundamental research.
Optional Screening Overlays
Carbon Intensity, Climate Change, Nuclear Power, Coal, Oil & Gas
Child Labor, Civil Liberties, Discrimination & Diversity, Human Rights
Mature Content, Alcohol, Animal Welfare, Contraceptives, ESCR, Gambling, Life Ethics, Military Weapons, Firearms, Pharmaceuticals, Tobacco, Steward Screens
Gender Focus, Bribery & Fraud, Governance Structure
Baptist, Catholic/ USCCB, Steward Screens, United Methodist Church
We provide investment options across a broad range of asset classes using both separately managed accounts and mutual funds. Our focus is to provide outcome-oriented solutions for investors seeking Income, Income & Capital Appreciation, or Capital Appreciation.