Broker Check

Investments

Dedicated Values portfolios are built on the foundations of Faith, Family, and Freedom. Our six asset allocation strategies use thematic ETFs based in biblically responsible investing as well as personal and economic freedom to help investors align their portfolio with their principles. Investments are screened against negative and positive criteria to support the values founded in our Faith, Family, and Freedom.

FAITH

FAITH

FAMILY

FAMILY

FREEDOM

FREEDOM

Negative Screens<br/>

Negative Screens

The negative screens seek to exclude companies with exposure to the following:

  • Pornography
  • Alcohol
  • Tobacco
  • Gambling
  • Abortion
  • Human Rights Violations
  • Cannabis


Positive Screens<br/>

Positive Screens

Our positive screens favor companies that have positive ratings in the following criteria:

  • Business Model
  • Social Impact
  • Environmental Stewardship
  • Ethical Corporate Behavior
  • Personal and Economic Freedom

Dedicated Values - Conservative

Target Allocation: 40% Equity / 60% Bonds

Purpose: Income, Modest Growth

Dedicated Values - Conservative Growth

Target Allocation: 50% Equity / 50% Bonds

Purpose: Balanced, Income

Dedicated Values - Moderate

Target Allocation: 60% Equity / 40% Bonds

Purpose: Balanced, Growth

Dedicated Values - Moderate Growth

Target Allocation: 70% Equity / 30% Bonds

Purpose: Moderate Growth

Dedicated Values - Growth

Target Allocation: 80% Equity / 20% Bonds

Purpose: Growth

Dedicated Values - Aggressive Growth

Target Allocation: 90% Equity / 10% Bonds

Purpose: Aggressive Growth

Investors should be aware that investing based upon a strategy or strategies does not assure a profit or guarantee against loss.

Ask us how you can align your portfolio with your values...

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