Values Based Investment Management

"Compound Interest is the 8th wonder in the world. He who understands it, earns it. He who doesn't, pays it" - Albert Einstein

You're smart. You know that long term investing is a great way to build wealth. You're also really busy and tracking the stock market, rebalancing your investments on a periodic basis, making sure you're in the proper risk tolerance and that you're taking advantage of the different types of investment accounts out there is not really something you want to do. At Your Financial Legacy, we have 75 years of industry experience and we work with a nationally registered investment advisory firm and money manager that has over $1 Billion in assets all across the country. We have lots of experience managing assets and would be honored to have the opportunity to manage yours!

As a Values Based Financial Planning Practice, we offer a wide array of portfolio options with ETFs, stocks, mutual funds, etc. During our meeting, we will spend time understanding what is most important to you and build a portfolio based off that. Below are just a few options available.

Low Cost Index Investing

Low-cost index investing is a strategy that allows you to invest in a broad range of assets at a fraction of the cost of traditional actively managed funds. By tracking a market index (such as the S&P 500), index funds give you exposure to a wide variety of companies and sectors, all while keeping fees significantly lower than other investment options. With index investing, you're not relying on picking individual stocks or trying to beat the market—you're simply aiming to match it. This approach is ideal for long-term investors who value simplicity and efficiency.

Values Based Investing

Your values determine pretty much everything in your life. The kind of lifestyle you live, the person you marry, the words you say and what you teach your kids. So, why wouldn't it impact your finances? We know that everyone has diverse backgrounds and different values, so our goal is to learn more about what matters most to you and align your investments with your values. The truth is that there is a lot going on under the hood of your investments that most people have no idea of! Our state of the art screening software can show you exactly what's under the hood and help you build an investment portfolio that lines up with your values.

Socially Responsible Investing

Socially Responsible Investing (SRI) allows you to invest in companies that focus on sustainability, ethical treatment of employees, and positive community impact, while avoiding those involved in harmful industries like tobacco, fossil fuels, or weapons manufacturing. This investment approach offers you the opportunity to align your financial goals with your personal values, creating a portfolio that not only seeks long-term financial growth but also contributes to a more just and sustainable world. For clients who want their investments to reflect their ethical beliefs, SRI provides a way to make a meaningful difference while building wealth.

Biblically Responsible Investing

Biblically Responsible Investing (BRI) is a strategy that allows you to invest in companies and funds that align with your biblical values. This approach avoids industries and businesses that fund or profit from practices contrary to biblical principles, such as pornography, human trafficking, abortion, etc. Instead, BRI focuses on investing in companies that promote stewardship of God's creation. By choosing Biblically Responsible Investing, you can grow your wealth while supporting companies that reflect your faith, making a positive impact in both your financial future and the world around you.

We serve clients of all diverse backgrounds. We look forward to meeting with you, understanding what is most important to you and building you an investment portfolio that best aligns with your values!

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