I’m Interested in Faith-Based (values-based) Investing

  • As a faith-driven individual and a faith-driven firm we seek to glorify God in all we do, this includes our investing. There are lots of ways to make money, but when we deploy capital in a faith-driven investment model we seek to:
    • Avoid companies that make money by conflicting with our values
    • Embrace companies who are making a positive impact in the world
    • Engage with companies to ensure our voices as shareholders are reflected in their business practices
  • This is not a requirement for working with Intentional Wealth, but one that we are thrilled to be able to offer.
  • Oftentimes we find that clients do not even know this is an available option and they have lots of questions. We are thrilled to dive into this conversation, answer your questions, and see if this is something you would be interested in implementing.
  • If you’re interested in learning more about our values-based / faith-based strategies please click here and we’ll reach out to you.