Investing In Your Values

Did you know that 7 out of 10 of the largest mutual funds have cigarette companies in their top 25 holdings?*

In fact, if you have strongly held beliefs that you would like to see reflected in your financial life plan and investment portfolio, you are not alone. Forbes recently published a study that demonstrated 1,600% growth in socially responsible investments since 1995, with total assets invested up 36,000%.

Additionally, a MarketWatch piece, “‘Socially Responsible’ Investing Has Beaten the S&P 500 for Decades,” makes the point that you do not need to give up performance to develop a portfolio that aligns with your values.

If values-based investing is important to you, then we can do more than “negative screening” for companies to exclude. We can include investments that advocate for your principles and perpetuate progress in your culture, faith, or values.


Examples of Positive Engagement May Include:

Animal welfare, emerging technologies, philanthropic activities, companies that promote diversity


Examples of Negative Screening May Include:

Tobacco, weapons, adult entertainment, countries with human rights issues

At San Diego Wealth Management, honoring our clients’ life choices is a major differentiator for our practice. To determine the best portfolio for you, we dig deep to understand not only your goals, aspirations, and comfort level with risk, but also your personal ethos. Call us today for a free social responsibility evaluation of your portfolio.

Source: Morningstar.