Client Centered

Environment, Social, Governance (ESG) Based Investing

We believe in values-based investing, aligning your values with investments that are consistent with personal and/or moral beliefs. You do not have to invest your dollars or capital in a black box unknowingly with companies that have practices inconsistent with your values or beliefs. We believe that not only foundations and institutions but also individuals and families ought to be able to control the kind of companies that they are investing their retirement and other capital in. To obtain more information on faith-based or values-based investing, you may call our office at (815) 316-1111 to set up an initial consultation at no charge.