Values-Based Investing

Values-Based Investing: Aligning Your Principles with Your Portfolio

We offer a personalized approach to values-based investing for veterinarians, helping you align your investments with both your financial goals and your commitment to animal welfare. Whether you want to be specific in your targeted impact (e.g., support companies with strong animal rights policies) or more general (e.g., focus on environmentally sustainable practices), we provide the expertise to make informed decisions. We’ll guide you in balancing these values with your financial objectives, ensuring your investment strategy reflects both your professional ethics and personal financial needs.

 

Are you looking to align your investments with your personal values without compromising your financial goals?

We can offer a personalized approach to values-based investing that allows you to:

  • Understand Your Unique Values: We recognize that every investor is different with their own financial goals and personal values.
  • Develop a Personalized Investment Strategy:  We collaborate to create a strategy that balances your financial goals, risk tolerance, and ethical priorities. Through careful analysis, we develop an asset mix that aims for returns while supporting causes you value.
  • Explore Values-Based Investing: We guide clients through the process of values-based investing (also known as Sustainable Responsible Investing (SRI) or Environmental, Social, and Governance (ESG) investing). This approach allows you to invest in companies and industries that resonate with your values while avoiding those that conflict with your principles.
  • Make Informed Decisions: We acknowledge that values-based investing may not be the right choice for everyone. Our goal is to provide guidance, support, and expertise to help you make informed investment decisions that align with your unique goals and priorities.

Whether you choose to pursue values-based investing or focus solely on financial objectives, Couloir Wealth is here to support you in making investment choices that feel right for you.