Investments You Can Believe In
We want to help you make a profit. We also want to help you make a difference.
Many investors have no idea what they are really investing in—the underlying companies within their mutual funds or annuities. They work hard for their money and they simply want to make their money work hard for them.
We help our clients make a difference by providing them superb investment advice with attention to enduring values and investment merit.
Enduring Values
Many people emphasize their values on Sunday morning, yet on Monday morning inadvertently invest in companies that support the exact opposite. (Do you know with certainty what's in your investment account?)
When you invest in a company, it becomes your way of voting your values in the marketplace. By buying or investing in a company, we support that company. If we don't do our homework, we may be supporting companies that blatantly violate what we stand for. When you look at buying a company, don’t you want it to be something you will be proud that you own?
At Values First Advisors, we have a select group of money managers. All of them strive to avoid negatives, while some go a step beyond this and target the positives also.
We look for positives such as diligence, honesty, integrity, caring, and courage. What are some specifics that we seek in companies?
- Strong fiscal policies
- Servant leadership
- Support of family
- Mission/Vision/Values driven
- Life-enhancing products/services
- Continuous improvement
- Giving and service in the community
- Good customer relations
- Good employee relations
- Positive corporate culture
- Awards and recognition
- Support for Christian ministries
What are some negatives that we seek to avoid?
- Abortion
- Pornography
- Embryonic stem cell research
- Homosexual activism
- Alcohol
- Tobacco
- Gambling
- Environmental abuse
Investment Merit
We named our company Values First because we strive for solid investment return while prioritizing what is most important to our clients—traditional values.
This involves finding positive companies with strong financials and a strong profit potential. Our goal is to find companies that stay true to your faith and are profitable!
We help our clients:
- Develop diversified portfolios
- Hold those investments for long periods
- Strategically rebalance as needed
We look for characteristics such as:
- Strong market positions
- Management that exhibits integrity and capability
- Consistently good cash flow
- Strong balance sheets
- Regularly achieve solid profit margins and profitability
- Great growth prospects
- No engagement in immoral business practices or industries
Our Investment process gives you all these features:
- A truly long-term investment approach
- Extensive diversification, using separate asset classes and market sectors and multiple money managers
- Security selection that is market-based, not manager-based
- Regular rebalancing review
- No commissions or hidden fees. Instead, just a low annual fee that is fully disclosed and completely transparent.
Do You Want Both?
We focus on helping our clients pursue the two goals of (1) obtaining solid investment positions and (2) aligning their investments with their values. Some advisors focus on either one or the other. We want you to have both.
Take that step today with a free consultation to help you thoroughly evaluate the kind of companies you are investing in and determine whether they align with the values you love.
