At this point, most of my clients are Catholic and concerned with screening abortifacients, embryonic stem cell research, and pornography. My major project this past year was creating a 403b & 401k offering that has Catholic portfolios, Christian portfolios, SRI portfolios, fossil fuel free portfolios, as well as traditional investments like Vanguard and American Funds so that all employees can invest per their conscience. The idea behind adding traditional investments is simply to remove the obstacle of "We can't force all our employees to invest ethically." So, my main focus has been creating offerings to make SRI investing more accessible to everyone. I've given talks at parishes and diocese about SRI and the United States Conference of Catholic Bishops' Responsible Investing Guidelines to spread the word. I also advertise nationally on Relevant Radio, again to build my business but also raise awareness.
I think the best way to improve SRI investments and increase the breadth of offerings is to raise awareness. So my main focus is on raising awareness that investments can and should reflect values, whatever those are. I don't seek to push my own ethics onto clients, but rather give conscientious investors the ability to infuse their own values into their portfolio, both by insulating them from companies they don't support but also by proactively selecting companies that positively impact the world. The investment universe is imperfect at this, but will only get better with increased demand.
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We help individuals and institutions integrate their values into their investment portfolios. For individuals, we offer qualified & non-qualified investment accounts, both commission and advisory; fee-based financial plans; and the most robust socially responsible 401k/403b platform we are aware of so that employers can empower employees to honor their conscience with assets locked up in their retirement plan. We're also appointed with Catholic Order of Foresters for faith-based insurance products.
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Number of people who work for your business regularly at least eight hours per week
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