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Investing With Your Values

Values-Based Investing

You may be looking for ways to make sure the companies in which they invest share the same values as they do.  Whether you are concerned with slowing the global impact of fossil fuels, ensuring that companies maintain fair and equitable workplaces, holding board of directors to ethical business practices, or seeking businesses that align with religious sensibilities, you want your investment dollars to not just impact your personal wealth but to have an impact on your communities locally, nationally and globally.

At Tucker Bria, we have diligently searched for managers who invest with these priorities in mind.  Through recently-developed screening tools, we can drill down into funds to find those who emphasize investing in good corporate citizens.  Taking into account your investment goals and risk tolerance, we can craft a socially-responsible portfolio that will hopefully let you sleep better at night knowing that you investments match your values.