Finding Companies You’ll be
PROUD TO OWN™
Values First advisors keeps your faith and values at the center of our investment strategies. We seek to find quality companies to grow your wealth. In doing so, we not only look for companies that avoid violating your faith, morals, and beliefs, but also seek to find positive companies that are making a difference in this world. The Proud to Own Process™ is about discovering companies that you would be proud to own.
What is most important to you? What are the things you value most in life? What motivates you? What principles are a part of your decisions? What are you trying to accomplish in life? These are just a few of the questions you will discover in the Proud to Own Process™.
When you look at buying a company, don’t you want it to be something you will be proud to own? This is a starting point when looking at where to put your money. What we invest in is our way of voting our values. Just like our purchasing decisions, we validate companies that align with our moral compass and avoid companies that violate it. By buying or investing in a company, we endorse that company. If we do not do our homework, we may be inadvertently supporting companies that blatantly violate our value system.
The key is to become aware. What are your moral hot buttons (abortion, pornography, embryonic stem cell research, homosexuality)? What about social hot buttons (tobacco, alcohol, gambling, the environment)? There may be one or more hot buttons that are extremely important to you. Now, if that is the case, the companies you own should not violate those hot buttons. Instead, they should line up with your faith, morals, and belief system.
Aligning your faith with your investments does not mean those investments will not fail financially. Instead, you should look for companies that are both morally and financially sound. This involves:
- Avoiding negative companies that violate your hot button(s).
- Investing in positive companies, with strong financials and a strong profit potential that you would be proud to own.
Principles are extremely important, but don’t forget about evaluating a company from a financial standpoint to get a better handle on its investment potential. This is a critical point many people miss. Principles should always come first, but don’t skip the rest of the homework!
If you don’t stand for the principles of the company you are buying, is any profit worth the price? Instead, find companies that are profitable and stay true to your faith! There is a great responsibility that comes with investing. Investing is one of the most morally charged things we can do as individuals. If we are privileged enough to be able to invest, shouldn’t we make sure we are doing the best we can to maximize the money that God has blessed us with? At the same time, shouldn’t we make sure we are not profiting because of others’ misfortunes?
Now, thanks to the Values First Advisors, you can invest the same way institutional investors, pension funds and endowments invest their money -- using time-tested, proven investment strategies.
We help our clients:
- Develop highly diversified portfolios
- Hold those investments for long periods
- Strategically rebalance as needed
Our Investment process gives you all these features:
- A truly long-term investment approach
- Extensive diversification, using separate asset classes and market sectors and multiple money managers
- Security selection that is market-based, not manager-based
- Daily rebalancing review
- Freedom from the questionable business practices that plague the retail mutual fund industry
- No commissions, trading expenses or brokerage costs. Instead, just one low annual fee that is fully disclosed and completely transparent
Values First Advisors was founded on the premise that your faith and values are most important to you. Shouldn’t you have an advisor that recognizes that importance?
Click Here to Learn More About Our Investment Process
Get Started today call
877-VF-ADVISOR
(877-832-3847)
