Values-Based Investing
Aligning Investments with Values
You may be seeking an investment strategy that reflects your personal values. At Timberchase Financial, we adhere to an investment philosophy that results in customized portfolios. This thoughtful approach combines academic research with customized strategies that can be consistent with principles you care about.
Investing is personal. We understand that every client has unique priorities. For some, this may involve excluding certain industries or companies that conflict with their beliefs, while for others it means actively supporting initiatives that drive change. Whether rooted in faith, ethics, or social impact, values-based investing empowers you to align your portfolio with what matters most to you.
Understanding Values-Based Investing in Context: Values-based investing overlaps with several related investment strategies, including faith-based investing, impact investing, and socially responsible investing (SRI):
Faith-Based Investing: This approach aligns investments with specific religious principles, such as avoiding industries deemed unethical by religious standards or supporting initiatives that promote stewardship and community well-being.
Impact Investing: Impact investing focuses on measurable positive social or environmental outcomes, improving access to education, or reducing poverty, while also generating financial returns.
Socially Responsible Investing (SRI): SRI emphasizes screening out harmful industries and prioritizing companies with sustainable and ethical practices.
Values-based investing incorporates elements of these approaches but is broader and more personalized. It allows clients to define their unique values—whether based on faith, ethics, or individual passions—and integrates them into their investment strategy in a way that reflects their personal vision.
How We Can Help with Values-Based Investing?
Timberchase Financial’s independent, fee-only model gives us access to a wide range of investment solutions, enabling us to tailor portfolios to your specific values. Additionally, we have no financial interest in any investment product, allowing us to evaluate them objectively. Whatever your wishes, we can help you design a customized strategy to help you achieve your financial and personal goals.
Our experienced team works closely with you to understand your unique beliefs and priorities by combining your values with our disciplined investment process.