Values-Based Investing

There are increasing opportunities for the main street investor to invest in mutual funds and ETF’s that pursue making a lasting impact. Good returns and good values are not mutually exclusive. While Values Based Investing does not guarantee better investment returns, Values Based Investing also does not require investors to settle for lower returns. We believe incorporating values into investing has a slight positive relationship to performance. What is more important is this dispels the common perception that investing with values comes at the expense of pure financial returns.