Principled Investing

Help your clients make a difference

Discover investment options that reflect client values–without sacrificing risk management or performance

Principled investing

These days, investors are increasingly looking to put their money to work in meaningful ways. Principled investing—strategies that invest in funds that reflect certain religious beliefs and social values—continues to grow in popularity.

As a financial adviser, you may be concerned that principled investment strategies focus on issues over performance. We understand, which is why our principled investment strategies are suitability-based and employ the dynamic risk management we apply to all of our investment strategies.

So, if you’re looking for solutions that can help your clients align their investments with their core values without sacrificing risk management or performance, we’ve got what you need.

Interested in an investment solution that complies with both SRI and faith-based investing standards? Consider the Quantified Common Ground Fund.

Who’s participating in principled investing?

Gen X
Baby Boomers
Percent of surveyed adults who think social impact is important to investment decisions1

Give 10% of our fees to charity

Flexible Plan's Give Back Program

Our principled investment strategies allow investors to give back 10% of our net advisory fees collected for these strategies to a client-designated church, religious institution, or socially responsible charity.

Download Principled Investing Brochure

1U.S. Trust Bank of America Private Wealth Management. “2017 U.S. Trust Insights on Wealth and Worth Survey.”