Our Services Values Based Approach

Cornerstone Financial Advisory:  A Values-Based Approach to Investing and Planning

Would you like to know that your investments and your plan are consistent with your values and beliefs?

Building on the Cornerstone of your Values

We consider your values as the cornerstone for designing your portfolio and plan. Your values, goals, and vision dictate the small decisions, just as the brush strokes are dictated by the big picture.
Impact investing and personal values planning, creates an opportunity to do good while doing well.

Values – Based Screens

Both negative screens (for example, to screen out tobacco companies, companies that produce pornography, or companies that are related to abortion) and positive screens (for example, finding companies with exceptional customer satisfaction and companies that add value to their customers through innovation)

It’s not intuitive to think about values and faith when checking the holdings in our 401(k) or mutual funds. But many would be surprised or even upset to find out some of the companies they own may be involved with things that are directly opposed to their values, such as abortion or pornography.
Let this encourage you to not discount your faith or values when making financial decisions.

Personal values’ investing allows investors to avoid owning investments whose products and/or policies are inconsistent with their moral convictions without sacrificing investment return opportunities. In addition to seeking out companies that add value to for their customers and employees. It includes sound investing principles like matching asset allocation with your risk tolerance and being diversified. But, it then takes it a step further by screening in, or out, companies to bring the portfolio in line with your values.