What do you value most?

Today, investing has been divorced from its true purpose: supplying capital to great businesses. Rather than trying to invest in great companies, investing has become commoditized and distant. Most investors try to profit from “the market” itself rather than from any productive and intrinsic value of the underlying business.

When you invest, you become a shareholder or owner. As an owner, it’s important to know how the companies you’re invested in make money. There are some companies that you’d be proud to own because they fill a need and truly bless mankind. On the other hand, there are some you would never want to invest in because they make money from products or services that do not align with your deepest core values.

Use our online tool to identify the values that matter most to you and analyze your investments to see if they align. Start living aligned today!

What’s necessary for a good investment?

Filling a Need

The first requirement for a good investment is that the company should be filling a need in society or in the marketplace.


Sustainable Profit

Filling a need creates demand for the company’s products and services and ultimately allows the company an opportunity to achieve a sustainable profit.


Positive Return

Investors, of course, are looking for positive return. You want to get your money back and then some.

Bless Mankind

The final requirement: when the company is able to identify and meet a need, it should bless mankind.

Think about all of the ways that you interact with businesses each day and every day—whether it was the technology company who made your alarm clock, the farmers who helped make your breakfast, or the engineers who designed and built the car you drove today. The institution of business has a unique ability to meet needs, create true value and positively impact the world.

Unfortunately, some companies do not bless mankind and instead actually cause harm.

How do we eliminate these companies from our investments?

Most investments are probably in mutual funds or other pooled investment products where you might not know what companies you’re invested in. Mutual funds can sometimes feel like a mysterious black box. We put money in, not really knowing what’s inside, hoping that it kicks out a positive return.

Our technology allows us to remove the top of the box and look at each of the individual companies inside.

Take the S&P 500 Index for example. Each square represents one of the five hundred largest companies in America. The red squares show the companies that make money from products or services that do not bless mankind but instead cause harm. In this example, there are 38 companies in the S&P 500 Index involved in abortion, pornography, tobacco, or gambling.

We start with a question that helps you identify what you value most:

What values do you have that you’d never want to violate just to make a profit?

Live Aligned

We can help you clarify what matters most to you and analyze your investments and see if they align. Then, we can recom­mend practical next steps to help you align your values and your investments.

Our unique onboarding process allows us to tailor a plan to your unique money style and values. Read more about how we begin client relationships with the end in mind.