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Faith/Values Portfolios

A growing desire for many investors is to align their investments with their personal Faith, Values, and Convictions.  

 

We seek to uphold, guide, and care for our clients who desire this disciplined approach. 

 

Whether its...

  • screening against policies, products, or services you do not want to support, or

  • intentionally looking to help promote those things you otherwise believe in,

 

your investment strategy can be tailored accordingly.   

 

 

Praying Hands
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